Heck Capital 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 | – | Sell |
-2,869
| Closed | -$145K | – | 226 |
|
|
2025
Q1 | $145K | Sell |
2,869
-266
| -8% | -$13.5K | 0.02% | 157 |
|
|
2024
Q4 | $158K | Sell |
3,135
-246
| -7% | -$12.4K | 0.02% | 150 |
|
|
2024
Q3 | $172K | Buy |
3,381
+961
| +40% | +$48.8K | 0.02% | 150 |
|
|
2024
Q2 | $122K | Buy |
2,420
+109
| +5% | +$5.5K | 0.02% | 147 |
|
|
2024
Q1 | $117K | Buy |
2,311
+252
| +12% | +$12.7K | 0.02% | 145 |
|
|
2023
Q4 | $103K | Buy |
2,059
+853
| +71% | +$42.8K | 0.02% | 141 |
|
|
2023
Q3 | $60.5K | Sell |
1,206
-1,035
| -46% | -$51.9K | 0.01% | 148 |
|
|
2023
Q2 | $112K | Buy |
2,241
+2,000
| +830% | +$100K | 0.02% | 133 |
|
|
2023
Q1 | $12.1K | Buy |
+241
| New | +$12.1K | ﹤0.01% | 141 |
|