Investment Planning Advisors’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	$655K	Buy	12,924 +4,568	+55%	+$232K	0.23%	40
2025 Q1	$423K	Buy	8,356 +321	+4%	+$16.3K	0.17%	53
2024 Q4	$405K	Sell	8,035 -99,919	-93%	-$5.03M	0.18%	49
2024 Q3	$5.45M	Hold	107,954	–	–	2.78%	15
2024 Q2	$5.45M	Buy	+107,954	New	+$5.45M	2.78%	15