Kathleen S. Wright Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
9,811
+220
| +2% | +$11.2K | 0.19% | 74 |
|
|
2025
Q1 | $486K | Sell |
9,591
-314
| -3% | -$15.9K | 0.2% | 77 |
|
|
2024
Q4 | $499K | Buy |
9,905
+365
| +4% | +$18.4K | 0.21% | 77 |
|
|
2024
Q3 | $484K | Buy |
9,540
+27
| +0.3% | +$1.37K | 0.2% | 74 |
|
|
2024
Q2 | $480K | Buy |
9,513
+206
| +2% | +$10.4K | 0.22% | 73 |
|
|
2024
Q1 | $470K | Buy |
9,307
+226
| +2% | +$11.4K | 0.22% | 75 |
|
|
2023
Q4 | $456K | Sell |
9,081
-314
| -3% | -$15.8K | 0.23% | 74 |
|
|
2023
Q3 | $471K | Buy |
9,395
+162
| +2% | +$8.13K | 0.26% | 69 |
|
|
2023
Q2 | $463K | Sell |
9,233
-143
| -2% | -$7.17K | 0.3% | 63 |
|
|
2023
Q1 | $472K | Buy |
9,376
+2,015
| +27% | +$101K | 0.31% | 63 |
|
|
2022
Q4 | $369K | Sell |
7,361
-300
| -4% | -$15K | 0.25% | 72 |
|
|
2022
Q3 | $384K | Sell |
7,661
-392
| -5% | -$19.6K | 0.31% | 69 |
|
|
2022
Q2 | $403K | Sell |
8,053
-12
| -0.1% | -$601 | 0.34% | 65 |
|
|
2022
Q1 | $405K | Sell |
8,065
-910
| -10% | -$45.7K | 0.3% | 63 |
|
|
2021
Q4 | $453K | Buy |
+8,975
| New | +$453K | 0.33% | 63 |
|