IHWM
Iron Horse Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35M | Buy |
690,854
+36,892
| +6% | +$1.87M | 10.33% | 2 |
|
|
2025
Q1 | $33.1M | Buy |
653,962
+650,096
| +16,816% | +$32.9M | 10.63% | 2 |
|
|
2024
Q4 | $195K | Buy |
3,866
+783
| +25% | +$39.4K | 0.07% | 55 |
|
|
2024
Q3 | $156K | Sell |
3,083
-305
| -9% | -$15.5K | 0.05% | 54 |
|
|
2024
Q2 | $171K | Sell |
3,388
-121
| -3% | -$6.11K | 0.07% | 48 |
|
|
2024
Q1 | $177K | Sell |
3,509
-2,313
| -40% | -$117K | 0.07% | 44 |
|
|
2023
Q4 | $292K | Sell |
5,822
-1,137
| -16% | -$57.1K | 0.13% | 29 |
|
|
2023
Q3 | $349K | Sell |
6,959
-3,654
| -34% | -$183K | 0.17% | 28 |
|
|
2023
Q2 | $532K | Sell |
10,613
-105,238
| -91% | -$5.28M | 0.26% | 23 |
|
|
2023
Q1 | $5.83M | Buy |
115,851
+7,388
| +7% | +$372K | 2.91% | 16 |
|
|
2022
Q4 | $5.44M | Buy |
108,463
+66,196
| +157% | +$3.32M | 2.94% | 16 |
|
|
2022
Q3 | $2.12M | Sell |
42,267
-73,203
| -63% | -$3.67M | 3.06% | 15 |
|
|
2022
Q2 | $5.78M | Buy |
115,470
+4,755
| +4% | +$238K | 3.29% | 16 |
|
|
2022
Q1 | $5.57M | Buy |
110,715
+6,838
| +7% | +$344K | 3.05% | 16 |
|
|
2021
Q4 | $5.24M | Buy |
103,877
+8,101
| +8% | +$409K | 2.95% | 16 |
|
|
2021
Q3 | $4.86M | Buy |
95,776
+7,663
| +9% | +$389K | 3.01% | 15 |
|
|
2021
Q2 | $4.47M | Buy |
88,113
+29,927
| +51% | +$1.52M | 2.95% | 16 |
|
|
2021
Q1 | $2.95M | Sell |
58,186
-948
| -2% | -$48.1K | 2.21% | 15 |
|
|
2020
Q4 | $3M | Buy |
+59,134
| New | +$3M | 2.4% | 14 |
|