IPW
IronBridge Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.6M | Sell |
228,704
-732
| -0.3% | -$37.1K | 4.56% | 6 |
|
|
2024
Q4 | $11.6M | Sell |
229,436
-13,657
| -6% | -$688K | 4.24% | 6 |
|
|
2024
Q3 | $12.3M | Buy |
243,093
+7,015
| +3% | +$356K | 4.61% | 4 |
|
|
2024
Q2 | $11.9M | Buy |
236,078
+12,105
| +5% | +$611K | 4.46% | 5 |
|
|
2024
Q1 | $11.3M | Buy |
223,973
+6,867
| +3% | +$346K | 4.68% | 5 |
|
|
2023
Q4 | $10.9M | Sell |
217,106
-12,447
| -5% | -$625K | 5.32% | 2 |
|
|
2023
Q3 | $11.5M | Buy |
229,553
+25,034
| +12% | +$1.26M | 6.25% | 3 |
|
|
2023
Q2 | $10.3M | Buy |
204,519
+20,558
| +11% | +$1.03M | 5.76% | 4 |
|
|
2023
Q1 | $9.26M | Buy |
+183,961
| New | +$9.26M | 5.92% | 4 |
|