EWS
Evergreen Wealth Solutions’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
8,825
+1,125
| +15% | +$57K | 0.27% | 66 |
|
|
2025
Q1 | $390K | Buy |
7,700
+1,534
| +25% | +$77.7K | 0.26% | 70 |
|
|
2024
Q4 | $311K | Buy |
6,166
+1,066
| +21% | +$53.7K | 0.22% | 78 |
|
|
2024
Q3 | $259K | Hold |
5,100
| – | – | 0.18% | 91 |
|
|
2024
Q2 | $257K | Sell |
5,100
-394
| -7% | -$19.9K | 0.18% | 96 |
|
|
2024
Q1 | $277K | Sell |
5,494
-1,667
| -23% | -$84.1K | 0.21% | 92 |
|
|
2023
Q4 | $360K | Sell |
7,161
-5,786
| -45% | -$291K | 0.31% | 78 |
|
|
2023
Q3 | $650K | Sell |
12,947
-9,247
| -42% | -$464K | 0.66% | 43 |
|
|
2023
Q2 | $1.11M | Sell |
22,194
-15,288
| -41% | -$767K | 1.12% | 27 |
|
|
2023
Q1 | $1.89M | Buy |
37,482
+7,300
| +24% | +$367K | 2.18% | 6 |
|
|
2022
Q4 | $1.51M | Buy |
+30,182
| New | +$1.51M | 2% | 13 |
|