FFA
Founders Financial Alliance’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 | $5.17M | Buy |
101,999
+6,700
| +7% | +$340K | 1.18% | 14 |
|
2025
Q1 | $4.83M | Buy |
95,299
+24,893
| +35% | +$1.26M | 1.17% | 13 |
|
2024
Q4 | $3.55M | Sell |
70,406
-13,701
| -16% | -$690K | 0.98% | 19 |
|
2024
Q3 | $4.27M | Buy |
84,107
+2,793
| +3% | +$142K | 1.19% | 15 |
|
2024
Q2 | $4.1M | Buy |
81,314
+7,271
| +10% | +$367K | 1.22% | 15 |
|
2024
Q1 | $3.74M | Sell |
74,043
-3,896
| -5% | -$197K | 1.12% | 18 |
|
2023
Q4 | $3.91M | Buy |
77,939
+3,447
| +5% | +$173K | 1.52% | 10 |
|
2023
Q3 | $3.74M | Buy |
74,492
+2,854
| +4% | +$143K | 1.63% | 8 |
|
2023
Q2 | $3.59M | Buy |
71,638
+12,079
| +20% | +$606K | 1.41% | 10 |
|
2023
Q1 | $3M | Buy |
59,559
+28,537
| +92% | +$1.44M | 1.5% | 9 |
|
2022
Q4 | $1.56M | Buy |
31,022
+13,434
| +76% | +$673K | 0.71% | 35 |
|
2022
Q3 | $882K | Buy |
17,588
+11,556
| +192% | +$580K | 0.45% | 61 |
|
2022
Q2 | $302K | Buy |
+6,032
| New | +$302K | 0.15% | 149 |
|
2020
Q4 | – | Sell |
-600
| Closed | -$30K | – | 858 |
|
2020
Q3 | $30K | Buy |
+600
| New | +$30K | 0.02% | 476 |
|