Institute for 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 Q4	–	Sell	-7,504	Closed	-$381K	–	540
2024 Q3	$381K	Buy	+7,504	New	+$381K	0.05%	357
2019 Q3	–	Sell	-5,135	Closed	-$259K	–	449
2019 Q2	$259K	Buy	5,135 +310	+6%	+$15.6K	0.06%	381
2019 Q1	$243K	Buy	+4,825	New	+$243K	0.05%	376