HHM Wealth 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 | $281K | Sell |
5,554
-3,132
| -36% | -$159K | 0.03% | 166 |
|
|
2025
Q1 | $440K | Buy |
8,686
+3,679
| +73% | +$186K | 0.06% | 115 |
|
|
2024
Q4 | $252K | Hold |
5,007
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $254K | Buy |
5,007
+411
| +9% | +$20.9K | 0.04% | 149 |
|
|
2024
Q2 | $232K | Hold |
4,596
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $232K | Hold |
4,596
| – | – | 0.04% | 135 |
|
|
2023
Q4 | $231K | Hold |
4,596
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $231K | Buy |
4,596
+3,415
| +289% | +$171K | 0.05% | 116 |
|
|
2023
Q2 | $59.2K | Sell |
1,181
-395
| -25% | -$19.8K | 0.01% | 262 |
|
|
2023
Q1 | $79.3K | Hold |
1,576
| – | – | 0.02% | 222 |
|
|
2022
Q4 | $79K | Sell |
1,576
-609
| -28% | -$30.5K | 0.02% | 191 |
|
|
2022
Q3 | $110K | Sell |
2,185
-5
| -0.2% | -$252 | 0.03% | 158 |
|
|
2022
Q2 | $110K | Sell |
2,190
-176
| -7% | -$8.84K | 0.03% | 185 |
|
|
2022
Q1 | $119K | Sell |
2,366
-7,480
| -76% | -$376K | 0.03% | 201 |
|
|
2021
Q4 | $497K | Sell |
9,846
-5,270
| -35% | -$266K | 0.12% | 69 |
|
|
2021
Q3 | $767K | Buy |
15,116
+8,555
| +130% | +$434K | 0.21% | 45 |
|
|
2021
Q2 | $333K | Sell |
6,561
-5,920
| -47% | -$300K | 0.09% | 92 |
|
|
2021
Q1 | $633K | Buy |
12,481
+10,590
| +560% | +$537K | 0.2% | 49 |
|
|
2020
Q4 | $96K | Buy |
+1,891
| New | +$96K | 0.03% | 175 |
|