Fortis Capital Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $233K | Buy |
+4,603
| New | +$233K | 0.04% | 218 |
|
2024
Q1 | – | Sell |
-6,735
| Closed | -$338K | – | 167 |
|
2023
Q4 | $338K | Buy |
6,735
+31
| +0.5% | +$1.56K | 0.18% | 80 |
|
2023
Q3 | $336K | Sell |
6,704
-6,613
| -50% | -$332K | 0.22% | 68 |
|
2023
Q2 | $668K | Sell |
13,317
-7,204
| -35% | -$361K | 0.39% | 44 |
|
2023
Q1 | $1.03M | Sell |
20,521
-47,392
| -70% | -$2.38M | 0.55% | 31 |
|
2022
Q4 | $3.4M | Buy |
+67,913
| New | +$3.4M | 2.03% | 8 |
|