Insight Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15,009
| Closed | -$761K | – | 183 |
|
|
2021
Q3 | $761K | Buy |
15,009
+4,037
| +37% | +$205K | 0.11% | 124 |
|
|
2021
Q2 | $557K | Sell |
10,972
-2,884
| -21% | -$146K | 0.08% | 137 |
|
|
2021
Q1 | $703K | Sell |
13,856
-1,986
| -13% | -$101K | 0.09% | 128 |
|
|
2020
Q4 | $805K | Buy |
15,842
+7,175
| +83% | +$365K | 0.14% | 88 |
|
|
2020
Q3 | $440K | Buy |
8,667
+1,350
| +18% | +$68.5K | 0.08% | 116 |
|
|
2020
Q2 | $371K | Buy |
7,317
+18
| +0.2% | +$913 | 0.08% | 109 |
|
|
2020
Q1 | $363K | Sell |
7,299
-998
| -12% | -$49.6K | 0.1% | 100 |
|
|
2019
Q4 | $418K | Buy |
8,297
+347
| +4% | +$17.5K | 0.09% | 147 |
|
|
2019
Q3 | $401K | Sell |
7,950
-283,102
| -97% | -$14.3M | 0.09% | 133 |
|
|
2019
Q2 | $14.7M | Buy |
291,052
+16,921
| +6% | +$853K | 3.58% | 8 |
|
|
2019
Q1 | $13.8M | Buy |
274,131
+10,815
| +4% | +$544K | 3.85% | 8 |
|
|
2018
Q4 | $13.2M | Buy |
+263,316
| New | +$13.2M | 4.04% | 8 |
|