FSA
Financial Security Advisor’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
245,397
-1,479
| -0.6% | -$75K | 2.86% | 8 |
|
|
2025
Q1 | $12.5M | Sell |
246,876
-6,104
| -2% | -$309K | 3.17% | 7 |
|
|
2024
Q4 | $12.8M | Sell |
252,980
-16,322
| -6% | -$826K | 3.25% | 8 |
|
|
2024
Q3 | $13.7M | Buy |
269,302
+44,786
| +20% | +$2.27M | 3.4% | 7 |
|
|
2024
Q2 | $11.3M | Buy |
224,516
+57,358
| +34% | +$2.89M | 3.8% | 8 |
|
|
2024
Q1 | $8.43M | Buy |
167,158
+51,394
| +44% | +$2.59M | 2.95% | 8 |
|
|
2023
Q4 | $5.84M | Buy |
+115,764
| New | +$5.84M | 2.29% | 9 |
|