Insight Wealth Partners’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
2025
Q2
$15.7M Buy
310,301
+142,090
+84% +$7.2M 6.1% 2
2025
Q1
$8.52M Buy
168,211
+6,292
+4% +$319K 1.42% 5
2024
Q4
$8.16M Sell
161,919
-2,036
-1% -$103K 1.12% 5
2024
Q3
$8.32M Sell
163,955
-419,986
-72% -$21.3M 1.64% 3
2024
Q2
$29.5M Buy
583,941
+179,408
+44% +$9.05M 5.1% 1
2024
Q1
$20.4M Buy
404,533
+66,995
+20% +$3.38M 3.51% 1
2023
Q4
$17M Buy
337,538
+124,688
+59% +$6.26M 2.94% 1
2023
Q3
$10.7M Sell
212,850
-2,115
-1% -$106K 2.07% 3
2023
Q2
$10.8M Buy
214,965
+177,790
+478% +$8.91M 2.5% 2
2023
Q1
$1.87M Buy
+37,175
New +$1.87M 0.42% 16