FirstPurpose Wealth’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
Q1 | $4.72M | Buy |
93,830
+2,610
| +3% | +$131K | 1.71% | 9 |
|
|
2023
Q4 | $4.58M | Sell |
91,220
-1,254
| -1% | -$63K | 1.74% | 9 |
|
|
2023
Q3 | $4.64M | Buy |
92,474
+4,902
| +6% | +$246K | 2% | 10 |
|
|
2023
Q2 | $4.39M | Buy |
87,572
+12,070
| +16% | +$605K | 1.88% | 12 |
|
|
2023
Q1 | $3.8M | Buy |
75,502
+14,863
| +25% | +$748K | 1.87% | 10 |
|
|
2022
Q4 | $3.04M | Buy |
60,639
+4,094
| +7% | +$205K | 1.7% | 12 |
|
|
2022
Q3 | $2.84M | Buy |
56,545
+7,142
| +14% | +$358K | 1.87% | 9 |
|
|
2022
Q2 | $2.48M | Sell |
49,403
-3,667
| -7% | -$184K | 1.66% | 15 |
|
|
2022
Q1 | $2.67M | Buy |
53,070
+728
| +1% | +$36.6K | 2.08% | 12 |
|
|
2021
Q4 | $2.64M | Buy |
+52,342
| New | +$2.64M | 1.66% | 11 |
|