Guardian Wealth Advisors (North Carolina)’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 | $6.43M | Buy |
126,922
+9,550
| +8% | +$484K | 0.45% | 41 |
|
|
2025
Q1 | $5.94M | Buy |
117,372
+654
| +0.6% | +$33.1K | 0.48% | 39 |
|
|
2024
Q4 | $5.88M | Buy |
116,718
+1,707
| +1% | +$86K | 0.46% | 40 |
|
|
2024
Q3 | $5.84M | Buy |
115,011
+1,308
| +1% | +$66.4K | 0.62% | 28 |
|
|
2024
Q2 | $5.74M | Sell |
113,703
-3,283
| -3% | -$166K | 0.67% | 26 |
|
|
2024
Q1 | $5.9M | Sell |
116,986
-5,422
| -4% | -$274K | 0.72% | 24 |
|
|
2023
Q4 | $6.15M | Sell |
122,408
-6,347
| -5% | -$319K | 0.93% | 18 |
|
|
2023
Q3 | $6.46M | Sell |
128,755
-169,375
| -57% | -$8.5M | 1.1% | 17 |
|
|
2023
Q2 | $14.9M | Buy |
298,130
+167,524
| +128% | +$8.4M | 2.56% | 10 |
|
|
2023
Q1 | $6.57M | Buy |
130,606
+103,607
| +384% | +$5.21M | 1.15% | 17 |
|
|
2022
Q4 | $1.36M | Buy |
26,999
+6,464
| +31% | +$325K | 0.26% | 50 |
|
|
2022
Q3 | $1.03M | Buy |
20,535
+1,031
| +5% | +$51.7K | 0.19% | 61 |
|
|
2022
Q2 | $977K | Buy |
+19,504
| New | +$977K | 0.18% | 69 |
|