Fulcrum Equity 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 | – | Sell |
-14,456
| Closed | -$732K | – | 116 |
|
|
2025
Q1 | $732K | Buy |
+14,456
| New | +$732K | 0.8% | 36 |
|
|
2024
Q4 | – | Sell |
-20,256
| Closed | -$1.03M | – | 133 |
|
|
2024
Q3 | $1.03M | Sell |
20,256
-14,246
| -41% | -$723K | 0.87% | 37 |
|
|
2024
Q2 | $1.74M | Buy |
+34,502
| New | +$1.74M | 1.56% | 8 |
|
|
2023
Q4 | – | Sell |
-76,864
| Closed | -$3.86M | – | 103 |
|
|
2023
Q3 | $3.86M | Buy |
+76,864
| New | +$3.86M | 4.52% | 4 |
|
|
2023
Q2 | – | Sell |
-102,540
| Closed | -$5.16M | – | 100 |
|
|
2023
Q1 | $5.16M | Sell |
102,540
-93,569
| -48% | -$4.71M | 4.84% | 2 |
|
|
2022
Q4 | $9.83M | Buy |
196,109
+96,900
| +98% | +$4.86M | 8.05% | 2 |
|
|
2022
Q3 | $4.98M | Sell |
99,209
-48,519
| -33% | -$2.43M | 4.21% | 3 |
|
|
2022
Q2 | $7.4M | Buy |
+147,728
| New | +$7.4M | 5.97% | 3 |
|