FWA
FSM Wealth Advisors’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 | $7.99M | Buy |
158,190
+976
| +0.6% | +$49.3K | 1.3% | 19 |
|
|
2025
Q1 | $7.96M | Sell |
157,214
-23,567
| -13% | -$1.19M | 1.79% | 18 |
|
|
2024
Q4 | $9.13M | Buy |
180,781
+11,959
| +7% | +$604K | 2.23% | 14 |
|
|
2024
Q3 | $8.57M | Buy |
168,822
+22,226
| +15% | +$1.13M | 2.27% | 13 |
|
|
2024
Q2 | $7.4M | Buy |
146,596
+21,543
| +17% | +$1.09M | 2.48% | 14 |
|
|
2024
Q1 | $6.31M | Buy |
125,053
+7,333
| +6% | +$370K | 2.24% | 14 |
|
|
2023
Q4 | $5.91M | Sell |
117,720
-3,303
| -3% | -$166K | 2.51% | 12 |
|
|
2023
Q3 | $6.07M | Sell |
121,023
-7,185
| -6% | -$361K | 3.06% | 9 |
|
|
2023
Q2 | $6.41M | Buy |
128,208
+6,221
| +5% | +$311K | 3.22% | 8 |
|
|
2023
Q1 | $6.14M | Buy |
121,987
+10,058
| +9% | +$506K | 3.56% | 5 |
|
|
2022
Q4 | $5.61M | Buy |
111,929
+10,011
| +10% | +$502K | 3.99% | 2 |
|
|
2022
Q3 | $5.11M | Buy |
101,918
+61,576
| +153% | +$3.09M | 4.25% | 2 |
|
|
2022
Q2 | $2.02M | Buy |
+40,342
| New | +$2.02M | 2% | 12 |
|