Gerber Kawasaki Wealth & Investment 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 | $27.4M | Buy |
539,982
+189,001
| +54% | +$9.58M | 1.06% | 25 |
|
|
2025
Q1 | $17.8M | Buy |
350,981
+84,174
| +32% | +$4.26M | 0.8% | 33 |
|
|
2024
Q4 | $13.4M | Buy |
266,807
+22,838
| +9% | +$1.15M | 0.58% | 43 |
|
|
2024
Q3 | $12.4M | Sell |
243,969
-4,646
| -2% | -$236K | 0.57% | 43 |
|
|
2024
Q2 | $12.5M | Sell |
248,615
-7,819
| -3% | -$395K | 0.63% | 42 |
|
|
2024
Q1 | $12.9M | Sell |
256,434
-56,853
| -18% | -$2.87M | 0.7% | 37 |
|
|
2023
Q4 | $15.7M | Sell |
313,287
-69,841
| -18% | -$3.51M | 0.94% | 27 |
|
|
2023
Q3 | $19.2M | Buy |
383,128
+45,514
| +13% | +$2.28M | 1.31% | 20 |
|
|
2023
Q2 | $16.9M | Sell |
337,614
-33,078
| -9% | -$1.66M | 1.14% | 24 |
|
|
2023
Q1 | $18.7M | Buy |
370,692
+74,055
| +25% | +$3.73M | 1.47% | 19 |
|
|
2022
Q4 | $14.9M | Buy |
296,637
+51,429
| +21% | +$2.58M | 1.32% | 20 |
|
|
2022
Q3 | $12.3M | Buy |
245,208
+228,401
| +1,359% | +$11.5M | 1.15% | 24 |
|
|
2022
Q2 | $841K | Buy |
16,807
+24
| +0.1% | +$1.2K | 0.08% | 126 |
|
|
2022
Q1 | $843K | Sell |
16,783
-1,840
| -10% | -$92.4K | 0.07% | 123 |
|
|
2021
Q4 | $940K | Buy |
18,623
+18,584
| +47,651% | +$938K | 0.07% | 117 |
|
|
2021
Q3 | $39K | Sell |
39
-48,063
| -100% | -$48.1M | 0.01% | 355 |
|
|
2021
Q2 | $2.44M | Sell |
48,102
-13,045
| -21% | -$662K | 0.25% | 71 |
|
|
2021
Q1 | $3.1M | Sell |
61,147
-45,033
| -42% | -$2.29M | 0.37% | 47 |
|
|
2020
Q4 | $5.39M | Sell |
106,180
-25,861
| -20% | -$1.31M | 0.75% | 33 |
|
|
2020
Q3 | $6.71M | Sell |
132,041
-22,564
| -15% | -$1.15M | 1.43% | 21 |
|
|
2020
Q2 | $7.84M | Buy |
154,605
+139,088
| +896% | +$7.06M | 1.74% | 18 |
|
|
2020
Q1 | $770K | Buy |
15,517
+10,792
| +228% | +$536K | 0.22% | 69 |
|
|
2019
Q4 | $238K | Buy |
+4,725
| New | +$238K | 0.06% | 108 |
|