Goldstone Financial Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.79M	Sell	193,368 -25,550	-12%	-$1.29M	1.06%	23
2025 Q4	$11.1M	Buy	218,918 +7,317	+3%	+$371K	1.23%	25
2025 Q3	$10.7M	Buy	211,601 +2,692	+1%	+$136K	1.27%	24
2025 Q2	$10.5M	Sell	208,909 -1,431	-0.7%	-$72.3K	1.39%	22
2025 Q1	$10.6M	Buy	210,340 +50,640	+32%	+$2.56M	1.61%	17
2024 Q4	$8.04M	Buy	159,700 +23,571	+17%	+$1.19M	1.26%	25
2024 Q3	$6.91M	Sell	136,129 -173,009	-56%	-$8.74M	1.2%	26
2024 Q2	$15.6M	Buy	309,138 +46,711	+18%	+$2.35M	3.13%	5
2024 Q1	$13.2M	Buy	262,427 +22,189	+9%	+$1.12M	3.04%	7
2023 Q4	$12.1M	Buy	240,238 +9,556	+4%	+$480K	3.12%	5
2023 Q3	$11.6M	Buy	230,682 +7,100	+3%	+$356K	3.43%	4
2023 Q2	$11.2M	Buy	223,582 +206,208	+1,187%	+$10.3M	3.3%	5
2023 Q1	$874K	Buy	+17,374	New	+$873K	0.29%	61