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