Financial Gravity Asset 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
Q1 | $9.52K | Buy |
+188
| New | +$9.52K | ﹤0.01% | 617 |
|
|
2024
Q2 | $46.8K | Sell |
927
-2,204
| -70% | -$111K | 0.01% | 275 |
|
|
2024
Q1 | $158K | Sell |
3,131
-139,392
| -98% | -$7.01M | 0.02% | 231 |
|
|
2023
Q4 | $3.03M | Buy |
142,523
+1,929
| +1% | +$41K | 0.03% | 169 |
|
|
2023
Q3 | $2.93M | Buy |
140,594
+127,938
| +1,011% | +$2.67M | 0.03% | 167 |
|
|
2023
Q2 | $635 | Buy |
12,656
+920
| +8% | +$46 | ﹤0.01% | 946 |
|
|
2023
Q1 | $2.97K | Buy |
11,736
+11,686
| +23,372% | +$2.95K | 0.09% | 241 |
|
|
2022
Q4 | $22.6K | Sell |
50
-100
| -67% | -$45.3K | 0.12% | 98 |
|
|
2022
Q3 | $2.11K | Buy |
150
+50
| +50% | +$702 | 0.07% | 284 |
|
|
2022
Q2 | $574 | Hold |
100
| – | – | 0.02% | 368 |
|
|
2022
Q1 | $576 | Sell |
100
-250
| -71% | -$1.44K | 0.02% | 394 |
|
|
2021
Q4 | $1.39K | Buy |
350
+321
| +1,107% | +$1.28K | 0.03% | 359 |
|
|
2021
Q3 | $51K | Buy |
+29
| New | +$51K | 0.02% | 560 |
|
|
2020
Q2 | – | Sell |
-3,610
| Closed | -$179 | – | 467 |
|
|
2020
Q1 | $179 | Sell |
3,610
-5,274
| -59% | -$262 | ﹤0.01% | 771 |
|
|
2019
Q4 | $448K | Sell |
8,884
-304
| -3% | -$15.3K | 0.31% | 21 |
|
|
2019
Q3 | $463K | Buy |
9,188
+6,834
| +290% | +$344K | 0.4% | 56 |
|
|
2019
Q2 | $119K | Buy |
+2,354
| New | +$119K | 0.1% | 207 |
|