FWM
Frontier Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8.2M | Sell |
163,654
-88,742
| -35% | -$4.44M | 0.6% | 41 |
|
|
2022
Q1 | $12.7M | Sell |
252,396
-60,995
| -19% | -$3.06M | 0.16% | 26 |
|
|
2021
Q4 | $15.8M | Buy |
313,391
+7,127
| +2% | +$360K | 1.04% | 23 |
|
|
2021
Q3 | $15.5M | Sell |
306,264
-68,364
| -18% | -$3.47M | 1.07% | 22 |
|
|
2021
Q2 | $19M | Buy |
374,628
+22,873
| +7% | +$1.16M | 1.33% | 14 |
|
|
2021
Q1 | $17.9M | Buy |
351,755
+37,567
| +12% | +$1.91M | 1.37% | 14 |
|
|
2020
Q4 | $16M | Sell |
314,188
-22,049
| -7% | -$1.12M | 1.31% | 14 |
|
|
2020
Q3 | $17.1M | Buy |
336,237
+71,113
| +27% | +$3.61M | 1.57% | 13 |
|
|
2020
Q2 | $13.5M | Buy |
+265,124
| New | +$13.5M | 1.24% | 17 |
|
|
2019
Q2 | – | Sell |
-37,516
| Closed | -$1.89M | – | 344 |
|
|
2019
Q1 | $1.89M | Sell |
37,516
-24,272
| -39% | -$1.22M | 0.26% | 90 |
|
|
2018
Q4 | $3.1M | Buy |
+61,788
| New | +$3.1M | 0.47% | 49 |
|