Financial Planning & Information Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $23.3M | Sell |
460,079
-170,861
| -27% | -$8.67M | 3.22% | 11 |
|
2024
Q2 | $31.8M | Buy |
630,940
+21,214
| +3% | +$1.07M | 4.86% | 8 |
|
2024
Q1 | $30.8M | Buy |
609,726
+16,177
| +3% | +$816K | 4.62% | 8 |
|
2023
Q4 | $29.8M | Buy |
593,549
+94,777
| +19% | +$4.76M | 4.7% | 8 |
|
2023
Q3 | $25M | Buy |
498,772
+45,653
| +10% | +$2.29M | 4.66% | 8 |
|
2023
Q2 | $22.7M | Buy |
453,119
+187,918
| +71% | +$9.42M | 4.19% | 10 |
|
2023
Q1 | $13.3M | Buy |
265,201
+179,928
| +211% | +$9.05M | 2.59% | 16 |
|
2022
Q4 | $4.27M | Buy |
+85,273
| New | +$4.27M | 0.91% | 26 |
|