Forza 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.12M | Buy |
140,538
+9,333
| +7% | +$473K | 2.92% | 3 |
|
|
2025
Q1 | $6.64M | Buy |
131,205
+2,025
| +2% | +$103K | 2.99% | 3 |
|
|
2024
Q4 | $6.51M | Buy |
129,180
+4,825
| +4% | +$243K | 2.96% | 4 |
|
|
2024
Q3 | $6.31M | Sell |
124,355
-650
| -0.5% | -$33K | 2.89% | 3 |
|
|
2024
Q2 | $6.31M | Sell |
125,005
-2,000
| -2% | -$101K | 3.25% | 2 |
|
|
2024
Q1 | $6.41M | Sell |
127,005
-2,980
| -2% | -$150K | 3.33% | 2 |
|
|
2023
Q4 | $6.53M | Buy |
129,985
+2,205
| +2% | +$111K | 3.6% | 2 |
|
|
2023
Q3 | $6.41M | Sell |
127,780
-1,200
| -0.9% | -$60.2K | 3.31% | 2 |
|
|
2023
Q2 | $6.47M | Sell |
128,980
-11,700
| -8% | -$587K | 3.26% | 2 |
|
|
2023
Q1 | $7.08M | Sell |
140,680
-3,200
| -2% | -$161K | 3.65% | 2 |
|
|
2022
Q4 | $7.21M | Buy |
+143,880
| New | +$7.21M | 4.79% | 1 |
|