Foresight Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-669,646
| Closed | -$33.6M | – | 57 |
|
2022
Q3 | $33.6M | Buy |
669,646
+202,970
| +43% | +$10.2M | 7.69% | 2 |
|
2022
Q2 | $23.4M | Buy |
466,676
+146,937
| +46% | +$7.36M | 4.83% | 3 |
|
2022
Q1 | $16.1M | Sell |
319,739
-110,353
| -26% | -$5.55M | 2.98% | 3 |
|
2021
Q4 | $21.7M | Buy |
430,092
+155,698
| +57% | +$7.86M | 0.28% | 3 |
|
2021
Q3 | $13.9M | Buy |
274,394
+46,923
| +21% | +$2.38M | 2.79% | 3 |
|
2021
Q2 | $11.5M | Buy |
227,471
+172,572
| +314% | +$8.76M | 2.56% | 6 |
|
2021
Q1 | $2.79M | Sell |
54,899
-180,502
| -77% | -$9.16M | 0.71% | 17 |
|
2020
Q4 | $12M | Sell |
235,401
-77,885
| -25% | -$3.96M | 3.17% | 3 |
|
2020
Q3 | $15.9M | Buy |
313,286
+125,433
| +67% | +$6.37M | 5.33% | 1 |
|
2020
Q2 | $9.53M | Buy |
+187,853
| New | +$9.53M | 4.34% | 3 |
|