Jackson 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-101,037
| Closed | -$5.11M | – | 130 |
|
2019
Q4 | $5.11M | Buy |
101,037
+2,429
| +2% | +$123K | 0.85% | 33 |
|
2019
Q3 | $4.98M | Sell |
98,608
-104,576
| -51% | -$5.28M | 1.04% | 24 |
|
2019
Q2 | $10.2M | Sell |
203,184
-32,456
| -14% | -$1.64M | 2.23% | 9 |
|
2019
Q1 | $11.9M | Sell |
235,640
-118,470
| -33% | -$5.96M | 2.9% | 7 |
|
2018
Q4 | $17.8M | Buy |
+354,110
| New | +$17.8M | 5.32% | 3 |
|