IWA
IVC Wealth Advisors’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 | $232K | Buy |
+4,587
| New | +$232K | 0.11% | 154 |
|
|
2023
Q1 | – | Sell |
-10,698
| Closed | -$536K | – | 148 |
|
|
2022
Q4 | $536K | Sell |
10,698
-3,816
| -26% | -$191K | 0.4% | 67 |
|
|
2022
Q3 | $728K | Buy |
14,514
+2,284
| +19% | +$115K | 0.59% | 48 |
|
|
2022
Q2 | $613K | Buy |
+12,230
| New | +$613K | 0.47% | 60 |
|