EverSource Wealth Advisors’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 | $50.4K | Buy |
994
+496
| +100% | +$25.1K | ﹤0.01% | 1601 |
|
|
2025
Q1 | $25.2K | Sell |
498
-1,332
| -73% | -$67.5K | ﹤0.01% | 1566 |
|
|
2024
Q4 | $92.2K | Buy |
1,830
+1,264
| +223% | +$63.7K | 0.01% | 934 |
|
|
2024
Q3 | $28.7K | Buy |
566
+1
| +0.2% | +$51 | ﹤0.01% | 1300 |
|
|
2024
Q2 | $28.6K | Sell |
565
-169
| -23% | -$8.55K | ﹤0.01% | 1342 |
|
|
2024
Q1 | $37K | Buy |
734
+542
| +282% | +$27.3K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $9.64K | Hold |
192
| – | – | ﹤0.01% | 1569 |
|
|
2023
Q3 | $9.64K | Hold |
192
| – | – | ﹤0.01% | 1434 |
|
|
2023
Q2 | $9.63K | Buy |
192
+123
| +178% | +$6.17K | ﹤0.01% | 1461 |
|
|
2023
Q1 | $3.47K | Sell |
69
-7,698
| -99% | -$387K | ﹤0.01% | 1759 |
|
|
2022
Q4 | $389K | Buy |
7,767
+7,700
| +11,493% | +$386K | 0.06% | 235 |
|
|
2022
Q3 | $3K | Hold |
67
| – | – | ﹤0.01% | 1546 |
|
|
2022
Q2 | $3K | Hold |
67
| – | – | ﹤0.01% | 1402 |
|
|
2022
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 1421 |
|
|
2021
Q4 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 1432 |
|