JWM
Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.53M | Sell |
169,070
-3,790
| -2% | -$191K | 1.79% | 13 |
|
|
2024
Q1 | $8.72M | Buy |
172,860
+2,078
| +1% | +$105K | 1.86% | 11 |
|
|
2023
Q4 | $8.6M | Sell |
170,782
-23,126
| -12% | -$1.16M | 2.08% | 11 |
|
|
2023
Q3 | $9.73M | Buy |
193,908
+17,902
| +10% | +$898K | 2.56% | 11 |
|
|
2023
Q2 | $8.82M | Sell |
176,006
-5,070
| -3% | -$254K | 2.43% | 11 |
|
|
2023
Q1 | $9.1M | Sell |
181,076
-349,967
| -66% | -$17.6M | 2.58% | 11 |
|
|
2022
Q4 | $26.7M | Sell |
531,043
-17,103
| -3% | -$859K | 7.51% | 3 |
|
|
2022
Q3 | $27.5M | Sell |
548,146
-36
| -0% | -$1.81K | 8.95% | 3 |
|
|
2022
Q2 | $27.5M | Sell |
548,182
-27,086
| -5% | -$1.36M | 8.17% | 3 |
|
|
2022
Q1 | $28.9M | Buy |
+575,268
| New | +$28.9M | 7.98% | 3 |
|