JFA
JNBA Financial 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 | $1.83M | Sell |
36,139
-1,972
| -5% | -$99.9K | 0.18% | 63 |
|
|
2025
Q1 | $1.93M | Sell |
38,111
-4,837
| -11% | -$245K | 0.2% | 60 |
|
|
2024
Q4 | $2.16M | Buy |
42,948
+774
| +2% | +$39K | 0.22% | 55 |
|
|
2024
Q3 | $2.14M | Sell |
42,174
-4,035
| -9% | -$205K | 0.22% | 54 |
|
|
2024
Q2 | $2.33M | Buy |
46,209
+2,538
| +6% | +$128K | 0.25% | 58 |
|
|
2024
Q1 | $2.2M | Sell |
43,671
-9,879
| -18% | -$498K | 0.23% | 58 |
|
|
2023
Q4 | $2.69M | Sell |
53,550
-350
| -0.6% | -$17.6K | 0.31% | 55 |
|
|
2023
Q3 | $2.7M | Sell |
53,900
-5,844
| -10% | -$293K | 0.34% | 54 |
|
|
2023
Q2 | $3M | Sell |
59,744
-45,327
| -43% | -$2.27M | 0.36% | 54 |
|
|
2023
Q1 | $5.29M | Sell |
105,071
-5,487
| -5% | -$276K | 0.69% | 36 |
|
|
2022
Q4 | $5.54M | Sell |
110,558
-2,275
| -2% | -$114K | 0.77% | 35 |
|
|
2022
Q3 | $5.66M | Sell |
112,833
-9,370
| -8% | -$470K | 0.87% | 33 |
|
|
2022
Q2 | $6.12M | Buy |
122,203
+1,385
| +1% | +$69.4K | 0.93% | 31 |
|
|
2022
Q1 | $6.07M | Buy |
120,818
+23,768
| +24% | +$1.19M | 0.8% | 34 |
|
|
2021
Q4 | $4.9M | Sell |
97,050
-29,531
| -23% | -$1.49M | 0.6% | 41 |
|
|
2021
Q3 | $6.42M | Sell |
126,581
-7,412
| -6% | -$376K | 0.86% | 32 |
|
|
2021
Q2 | $6.8M | Sell |
133,993
-4,569
| -3% | -$232K | 0.92% | 33 |
|
|
2021
Q1 | $7.03M | Sell |
138,562
-9,675
| -7% | -$491K | 1.02% | 30 |
|
|
2020
Q4 | $7.53M | Sell |
148,237
-58,661
| -28% | -$2.98M | 1.24% | 25 |
|
|
2020
Q3 | $10.5M | Sell |
206,898
-16,002
| -7% | -$813K | 2.12% | 12 |
|
|
2020
Q2 | $11.3M | Buy |
222,900
+14,713
| +7% | +$746K | 2.43% | 10 |
|
|
2020
Q1 | $10.3M | Sell |
208,187
-69,143
| -25% | -$3.43M | 2.48% | 7 |
|
|
2019
Q4 | $14M | Sell |
277,330
-14,274
| -5% | -$720K | 2.67% | 7 |
|
|
2019
Q3 | $14.7M | Buy |
291,604
+4,163
| +1% | +$210K | 2.99% | 7 |
|
|
2019
Q2 | $14.5M | Buy |
287,441
+20,651
| +8% | +$1.04M | 2.95% | 9 |
|
|
2019
Q1 | $13.4M | Buy |
266,790
+51,060
| +24% | +$2.57M | 2.88% | 9 |
|
|
2018
Q4 | $10.8M | Buy |
215,730
+214,426
| +16,444% | +$10.7M | 2.45% | 12 |
|
|
2018
Q3 | $65K | Sell |
1,304
-34,776
| -96% | -$1.73M | 0.03% | 207 |
|
|
2018
Q2 | $1.81M | Buy |
+36,080
| New | +$1.81M | 0.38% | 35 |
|