Glass Jacobson Investment Advisors’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 |
-1,080
| Closed | -$54.4K | – | 695 |
|
2025
Q1 | $54.4K | Hold |
1,080
| – | – | 0.02% | 363 |
|
2024
Q4 | $54.4K | Hold |
1,080
| – | – | 0.02% | 363 |
|
2024
Q3 | $54.8K | Sell |
1,080
-200
| -16% | -$10.1K | 0.02% | 348 |
|
2024
Q2 | $64.6K | Hold |
1,280
| – | – | 0.02% | 313 |
|
2024
Q1 | $64.6K | Hold |
1,280
| – | – | 0.02% | 320 |
|
2023
Q4 | $64.3K | Hold |
1,280
| – | – | 0.03% | 307 |
|
2023
Q3 | $64.2K | Hold |
1,280
| – | – | 0.03% | 306 |
|
2023
Q2 | $64.2K | Buy |
+1,280
| New | +$64.2K | 0.03% | 307 |
|
2022
Q4 | $114K | Buy |
+2,270
| New | +$114K | 0.06% | 252 |
|