Heritage Wealth Partners’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
Q1 | $876K | Sell |
17,306
-561
| -3% | -$28.4K | 1.34% | 19 |
|
|
2024
Q4 | $900K | Sell |
17,867
-1,401
| -7% | -$70.6K | 1.13% | 22 |
|
|
2024
Q3 | $978K | Sell |
19,268
-1,149
| -6% | -$58.3K | 1.15% | 24 |
|
|
2024
Q2 | $1.03M | Sell |
20,417
-6,936
| -25% | -$350K | 1.49% | 19 |
|
|
2024
Q1 | $1.37M | Hold |
27,353
| – | – | 2.8% | 12 |
|
|
2023
Q4 | $1.37M | Sell |
27,353
-902
| -3% | -$45.3K | 2.8% | 12 |
|
|
2023
Q3 | $1.42M | Sell |
28,255
-13,296
| -32% | -$667K | 3.02% | 12 |
|
|
2023
Q2 | $2.08M | Buy |
41,551
+24,650
| +146% | +$1.24M | 1.23% | 26 |
|
|
2023
Q1 | $850K | Buy |
+16,901
| New | +$850K | 0.67% | 25 |
|