Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15K | Sell |
312
-83,751
| -100% | -$4.03M | 0.01% | 320 |
|
|
2024
Q3 | $4.27M | Buy |
84,063
+4,253
| +5% | +$216K | 1.24% | 18 |
|
|
2024
Q2 | $4.03M | Buy |
79,810
+19,193
| +32% | +$969K | 1.13% | 19 |
|
|
2024
Q1 | $3.06M | Buy |
60,617
+6,656
| +12% | +$336K | 0.91% | 20 |
|
|
2023
Q4 | $2.71M | Buy |
53,961
+4,872
| +10% | +$245K | 0.89% | 21 |
|
|
2023
Q3 | $2.46M | Buy |
+49,089
| New | +$2.46M | 0.89% | 23 |
|
|
2023
Q1 | $39K | Buy |
+765
| New | +$39K | 0.02% | 490 |
|
|
2022
Q4 | – | Sell |
-11
| Closed | – | – | 748 |
|
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1155 |
|