Guerra Pan Advisors’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 | $394K | Sell |
7,776
-2,000
| -20% | -$101K | 0.26% | 76 |
|
|
2025
Q1 | $495K | Hold |
9,776
| – | – | 0.39% | 61 |
|
|
2024
Q4 | $492K | Hold |
9,776
| – | – | 0.36% | 61 |
|
|
2024
Q3 | $496K | Hold |
9,776
| – | – | 0.4% | 60 |
|
|
2024
Q2 | $493K | Hold |
9,776
| – | – | 0.41% | 57 |
|
|
2024
Q1 | $493K | Sell |
9,776
-2,300
| -19% | -$116K | 0.46% | 60 |
|
|
2023
Q4 | $607K | Buy |
12,076
+679
| +6% | +$34.1K | 0.58% | 53 |
|
|
2023
Q3 | $572K | Hold |
11,397
| – | – | 0.66% | 47 |
|
|
2023
Q2 | $571K | Sell |
11,397
-100
| -0.9% | -$5.01K | 0.63% | 50 |
|
|
2023
Q1 | $579K | Hold |
11,497
| – | – | 0.73% | 47 |
|
|
2022
Q4 | $576K | Sell |
11,497
-1,303
| -10% | -$65.3K | 0.79% | 43 |
|
|
2022
Q3 | $641K | Sell |
12,800
-1,207
| -9% | -$60.4K | 0.93% | 38 |
|
|
2022
Q2 | $702K | Hold |
14,007
| – | – | 0.87% | 39 |
|
|
2022
Q1 | $704K | Hold |
14,007
| – | – | 0.85% | 38 |
|
|
2021
Q4 | $707K | Buy |
+14,007
| New | +$707K | 0.7% | 45 |
|