HWM
Howard Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
114,660
+55,905
| +95% | +$2.83M | 2.94% | 5 |
|
|
2025
Q1 | $2.97M | Buy |
+58,755
| New | +$2.97M | 1.66% | 16 |
|
|
2023
Q4 | – | Sell |
-4,268
| Closed | -$214K | – | 102 |
|
|
2023
Q3 | $214K | Sell |
4,268
-2,906
| -41% | -$146K | 0.2% | 88 |
|
|
2023
Q2 | $360K | Sell |
7,174
-18,574
| -72% | -$931K | 0.31% | 65 |
|
|
2023
Q1 | $1.3M | Sell |
25,748
-23,546
| -48% | -$1.18M | 1.08% | 23 |
|
|
2022
Q4 | $2.47M | Sell |
49,294
-45,313
| -48% | -$2.27M | 2.03% | 12 |
|
|
2022
Q3 | $4.75M | Sell |
94,607
-3,898
| -4% | -$196K | 3.36% | 6 |
|
|
2022
Q2 | $4.93M | Sell |
98,505
-33,897
| -26% | -$1.7M | 5.23% | 6 |
|
|
2022
Q1 | $6.66M | Buy |
132,402
+10,252
| +8% | +$515K | 3.62% | 5 |
|
|
2021
Q4 | $6.17M | Buy |
122,150
+58,245
| +91% | +$2.94M | 3.25% | 7 |
|
|
2021
Q3 | $3.24M | Sell |
63,905
-2,532
| -4% | -$128K | 1.81% | 14 |
|
|
2021
Q2 | $3.37M | Sell |
66,437
-2,437
| -4% | -$124K | 1.85% | 13 |
|
|
2021
Q1 | $3.5M | Buy |
68,874
+32,129
| +87% | +$1.63M | 2.04% | 12 |
|
|
2020
Q4 | $1.87M | Buy |
36,745
+395
| +1% | +$20.1K | 1.16% | 22 |
|
|
2020
Q3 | $1.85M | Buy |
36,350
+4,050
| +13% | +$206K | 1.32% | 20 |
|
|
2020
Q2 | $1.64M | Buy |
32,300
+17,300
| +115% | +$877K | 1.34% | 20 |
|
|
2020
Q1 | $745K | Buy |
+15,000
| New | +$745K | 0.78% | 36 |
|