IA
IFP Advisors’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 | $20.6M | Buy |
407,436
+11,946
| +3% | +$605K | 0.59% | 28 |
|
2025
Q1 | $20M | Buy |
395,490
+14,710
| +4% | +$745K | 0.62% | 25 |
|
2024
Q4 | $19.2M | Buy |
380,780
+730
| +0.2% | +$36.8K | 0.63% | 26 |
|
2024
Q3 | $19.3M | Sell |
380,050
-15,006
| -4% | -$761K | 0.7% | 25 |
|
2024
Q2 | $19.9M | Buy |
395,056
+107,654
| +37% | +$5.43M | 0.79% | 20 |
|
2024
Q1 | $14.5M | Buy |
287,402
+127,884
| +80% | +$6.45M | 0.64% | 28 |
|
2023
Q4 | $8.01M | Sell |
159,518
-54,376
| -25% | -$2.73M | 0.38% | 58 |
|
2023
Q3 | $10.7M | Sell |
213,894
-7,842
| -4% | -$394K | 0.48% | 43 |
|
2023
Q2 | $11.2M | Sell |
221,736
-46,358
| -17% | -$2.34M | 0.47% | 42 |
|
2023
Q1 | $13.4M | Sell |
268,094
-306,128
| -53% | -$15.3M | 0.58% | 28 |
|
2022
Q4 | $28.9M | Buy |
574,222
+102,575
| +22% | +$5.15M | 0.77% | 14 |
|
2022
Q3 | $23.7M | Buy |
471,647
+24,634
| +6% | +$1.24M | 0.62% | 17 |
|
2022
Q2 | $22.5M | Hold |
447,013
| – | – | 0.72% | 11 |
|
2022
Q1 | $22.5M | Buy |
447,013
+294,453
| +193% | +$14.8M | 0.72% | 11 |
|
2021
Q4 | $7.69M | Sell |
152,560
-5,416
| -3% | -$273K | 0.15% | 78 |
|
2021
Q3 | $8.01M | Buy |
157,976
+83,294
| +112% | +$4.22M | 0.16% | 71 |
|
2021
Q2 | $3.79M | Buy |
74,682
+2,060
| +3% | +$104K | 0.08% | 149 |
|
2021
Q1 | $3.68M | Sell |
72,622
-60,077
| -45% | -$3.05M | 0.07% | 133 |
|
2020
Q4 | $6.74M | Sell |
132,699
-17,175
| -11% | -$872K | 0.27% | 56 |
|
2020
Q3 | $7.61M | Buy |
149,874
+56,077
| +60% | +$2.85M | 0.45% | 42 |
|
2020
Q2 | $4.76M | Buy |
93,797
+982
| +1% | +$49.8K | 0.38% | 56 |
|
2020
Q1 | $4.57M | Buy |
92,815
+1,769
| +2% | +$87K | 0.46% | 42 |
|
2019
Q4 | $4.59M | Buy |
91,046
+1,197
| +1% | +$60.3K | 0.35% | 60 |
|
2019
Q3 | $4.54M | Buy |
+89,849
| New | +$4.54M | 0.3% | 75 |
|
2019
Q1 | $369K | Sell |
7,300
-57,501
| -89% | -$2.91M | 0.05% | 342 |
|
2018
Q4 | $3.25M | Buy |
64,801
+29,931
| +86% | +$1.5M | 0.2% | 119 |
|
2018
Q3 | $1.75M | Buy |
34,870
+23,238
| +200% | +$1.17M | 0.07% | 289 |
|
2018
Q2 | $583K | Buy |
+11,632
| New | +$583K | 0.02% | 598 |
|
2016
Q2 | – | Sell |
-7,300
| Closed | -$369K | – | 4011 |
|
2016
Q1 | $369K | Buy |
+7,300
| New | +$369K | 0.05% | 342 |
|