GWAM
Guardian Wealth Advisors (Minnesota)’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
46,807
+3,455
| +8% | +$175K | 1.4% | 13 |
|
|
2025
Q1 | $2.19M | Buy |
43,352
+2,120
| +5% | +$107K | 1.41% | 14 |
|
|
2024
Q4 | $2.08M | Buy |
41,232
+8,276
| +25% | +$417K | 1.33% | 15 |
|
|
2024
Q3 | $1.67M | Buy |
32,956
+4,988
| +18% | +$253K | 1.03% | 17 |
|
|
2024
Q2 | $1.41M | Buy |
27,968
+6,110
| +28% | +$308K | 0.92% | 15 |
|
|
2024
Q1 | $1.1M | Buy |
21,858
+845
| +4% | +$42.6K | 0.72% | 16 |
|
|
2023
Q4 | $1.06M | Sell |
21,013
-1,900
| -8% | -$95.4K | 0.74% | 16 |
|
|
2023
Q3 | $1.15M | Buy |
22,913
+3,880
| +20% | +$195K | 0.88% | 15 |
|
|
2023
Q2 | $954K | Buy |
19,033
+2,580
| +16% | +$129K | 0.7% | 17 |
|
|
2023
Q1 | $828K | Buy |
16,453
+8,490
| +107% | +$427K | 0.65% | 22 |
|
|
2022
Q4 | $399K | Buy |
+7,963
| New | +$399K | 0.35% | 43 |
|