Heartwood Wealth Advisors’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 | $121K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $340K | Hold |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $411K | Sell |
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|
2021
Q2 | $462K | Sell |
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|
2021
Q1 | $615K | Buy |
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $395K | Buy |
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