Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.74M | Sell |
|
|||||
|
2025
Q2 | $6.43M | Buy |
|
|||||
|
2025
Q1 | $5.94M | Buy |
|
|||||
|
2024
Q4 | $5.88M | Buy |
|
|||||
|
2024
Q3 | $5.84M | Buy |
|
|||||
|
2024
Q2 | $5.74M | Sell |
|
|||||
|
2024
Q1 | $5.9M | Sell |
|
|||||
|
2023
Q4 | $6.15M | Sell |
|
|||||
|
2023
Q3 | $6.46M | Sell |
|
|||||
|
2023
Q2 | $14.9M | Buy |
|
|||||
|
2023
Q1 | $6.57M | Buy |
|
|||||
|
2022
Q4 | $1.36M | Buy |
|
|||||
|
2022
Q3 | $1.03M | Buy |
|
|||||
|
2022
Q2 | $977K | Buy |
|