HCIA
Hochman Cole Investment Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.5M | Sell |
29,513
-2,161
| -7% | -$110K | 0.59% | 38 |
|
|
2021
Q2 | $1.61M | Sell |
31,674
-4,978
| -14% | -$253K | 0.64% | 35 |
|
|
2021
Q1 | $1.86M | Buy |
36,652
+2,576
| +8% | +$131K | 0.78% | 30 |
|
|
2020
Q4 | $1.73M | Sell |
34,076
-1,064
| -3% | -$54K | 0.75% | 30 |
|
|
2020
Q3 | $1.79M | Sell |
35,140
-2,797
| -7% | -$142K | 0.88% | 26 |
|
|
2020
Q2 | $1.93M | Buy |
37,937
+3,326
| +10% | +$169K | 1.06% | 26 |
|
|
2020
Q1 | $1.72M | Buy |
34,611
+8,852
| +34% | +$440K | 1.18% | 25 |
|
|
2019
Q4 | $1.3M | Buy |
+25,759
| New | +$1.3M | 0.71% | 35 |
|