Golden State Wealth 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 | $3.53M | Buy |
69,748
+25,371
| +57% | +$1.29M | 0.43% | 44 |
|
|
2025
Q1 | $2.25M | Buy |
44,377
+5,235
| +13% | +$265K | 0.33% | 64 |
|
|
2024
Q4 | $1.97M | Buy |
+39,142
| New | +$1.97M | 0.3% | 68 |
|
|
2022
Q1 | – | Sell |
-1,299
| Closed | -$66K | – | 334 |
|
|
2021
Q4 | $66K | Buy |
+1,299
| New | +$66K | 0.01% | 358 |
|
|
2020
Q4 | – | Sell |
-4,599
| Closed | -$234K | – | 333 |
|
|
2020
Q3 | $234K | Sell |
4,599
-19,779
| -81% | -$1.01M | 0.08% | 176 |
|
|
2020
Q2 | $1.24M | Sell |
24,378
-24,138
| -50% | -$1.22M | 0.4% | 42 |
|
|
2020
Q1 | $2.41M | Sell |
48,516
-44,881
| -48% | -$2.23M | 1.06% | 19 |
|
|
2019
Q4 | $4.71M | Sell |
93,397
-1,670
| -2% | -$84.2K | 0.9% | 13 |
|
|
2019
Q3 | $4.79M | Buy |
95,067
+94,254
| +11,593% | +$4.75M | 1.58% | 11 |
|
|
2019
Q2 | $41K | Buy |
+813
| New | +$41K | 0.01% | 495 |
|