Hubbell Strickland Wealth Management’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
Q2 | – | Sell |
-4,706
| Closed | -$237K | – | 79 |
|
2024
Q1 | $237K | Sell |
4,706
-74
| -2% | -$3.73K | 0.12% | 64 |
|
2023
Q4 | $240K | Sell |
4,780
-294
| -6% | -$14.8K | 0.13% | 62 |
|
2023
Q3 | $255K | Buy |
5,074
+24
| +0.5% | +$1.2K | 0.15% | 57 |
|
2023
Q2 | $253K | Buy |
5,050
+21
| +0.4% | +$1.05K | 0.15% | 58 |
|
2023
Q1 | $253K | Buy |
5,029
+17
| +0.3% | +$855 | 0.15% | 57 |
|
2022
Q4 | $251K | Buy |
+5,012
| New | +$251K | 0.15% | 56 |
|