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 |
|