Financial Advocates Investment Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.62M | Sell |
32,063
-8,028
| -20% | -$407K | 0.13% | 154 |
|
2025
Q1 | $2.03M | Buy |
40,091
+1,235
| +3% | +$62.5K | 0.14% | 164 |
|
2024
Q4 | $1.96M | Sell |
38,856
-9,989
| -20% | -$503K | 0.11% | 185 |
|
2024
Q3 | $2.48M | Sell |
48,845
-2,419
| -5% | -$123K | 0.14% | 158 |
|
2024
Q2 | $2.59M | Sell |
51,264
-31,126
| -38% | -$1.57M | 0.16% | 144 |
|
2024
Q1 | $4.08M | Sell |
82,390
-7,628
| -8% | -$378K | 0.24% | 99 |
|
2023
Q4 | $4.52M | Sell |
90,018
-47,291
| -34% | -$2.38M | 0.3% | 78 |
|
2023
Q3 | $6.89M | Sell |
137,309
-23,454
| -15% | -$1.18M | 0.5% | 44 |
|
2023
Q2 | $8.06M | Sell |
160,763
-105,009
| -40% | -$5.27M | 0.58% | 31 |
|
2023
Q1 | $13.4M | Buy |
265,772
+33,462
| +14% | +$1.68M | 0.96% | 15 |
|
2022
Q4 | $11.6M | Buy |
232,310
+171,762
| +284% | +$8.61M | 0.87% | 17 |
|
2022
Q3 | $3.4M | Sell |
60,548
-1,021
| -2% | -$57.4K | 0.28% | 93 |
|
2022
Q2 | $3.08M | Buy |
61,569
+15,374
| +33% | +$770K | 0.25% | 98 |
|
2022
Q1 | $2.32M | Buy |
46,195
+25,308
| +121% | +$1.27M | 0.15% | 159 |
|
2021
Q4 | $1.06M | Sell |
20,887
-11,300
| -35% | -$572K | 0.07% | 305 |
|
2021
Q3 | $1.63M | Sell |
32,187
-5,288
| -14% | -$268K | 0.11% | 222 |
|
2021
Q2 | $1.9M | Sell |
37,475
-17,421
| -32% | -$884K | 0.13% | 189 |
|
2021
Q1 | $2.78M | Sell |
54,896
-53,788
| -49% | -$2.72M | 0.2% | 114 |
|
2020
Q4 | $5.52M | Buy |
108,684
+17,650
| +19% | +$896K | 0.38% | 59 |
|
2020
Q3 | $4.62M | Buy |
91,034
+12,651
| +16% | +$643K | 0.39% | 54 |
|
2020
Q2 | $3.98M | Sell |
78,383
-19,494
| -20% | -$989K | 0.38% | 55 |
|
2020
Q1 | $4.86M | Sell |
97,877
-1,183
| -1% | -$58.8K | 0.69% | 28 |
|
2019
Q4 | $5M | Buy |
99,060
+3,333
| +3% | +$168K | 0.53% | 40 |
|
2019
Q3 | $4.83M | Sell |
95,727
-22,562
| -19% | -$1.14M | 0.55% | 43 |
|
2019
Q2 | $5.96M | Buy |
118,289
+25,050
| +27% | +$1.26M | 0.69% | 27 |
|
2019
Q1 | $4.69M | Buy |
93,239
+50,509
| +118% | +$2.54M | 0.58% | 43 |
|
2018
Q4 | $2.14M | Sell |
42,730
-983
| -2% | -$49.3K | 0.29% | 98 |
|
2018
Q3 | $2.19M | Buy |
43,713
+11,969
| +38% | +$600K | 0.24% | 100 |
|
2018
Q2 | $1.59M | Buy |
+31,744
| New | +$1.59M | 0.19% | 118 |
|