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