KCFA
Key Client Fiduciary 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 | $885K | Hold |
17,471
| – | – | 0.36% | 62 |
|
|
2025
Q1 | $885K | Buy |
17,471
+935
| +6% | +$47.3K | 0.4% | 55 |
|
|
2024
Q4 | $833K | Sell |
16,536
-240
| -1% | -$12.1K | 0.37% | 62 |
|
|
2024
Q3 | $851K | Sell |
16,776
-58
| -0.3% | -$2.94K | 0.38% | 60 |
|
|
2024
Q2 | $850K | Buy |
16,834
+1
| +0% | +$50 | 0.42% | 57 |
|
|
2024
Q1 | $849K | Buy |
16,833
+6,466
| +62% | +$326K | 0.45% | 53 |
|
|
2023
Q4 | $521K | Sell |
10,367
-838
| -7% | -$42.1K | 0.3% | 79 |
|
|
2023
Q3 | $562K | Sell |
11,205
-1,701
| -13% | -$85.4K | 0.34% | 69 |
|
|
2023
Q2 | $647K | Sell |
12,906
-28
| -0.2% | -$1.4K | 0.38% | 59 |
|
|
2023
Q1 | $651K | Sell |
12,934
-1,093
| -8% | -$55K | 0.41% | 55 |
|
|
2022
Q4 | $703K | Sell |
14,027
-990
| -7% | -$49.6K | 0.47% | 51 |
|
|
2022
Q3 | $753K | Buy |
15,017
+1,003
| +7% | +$50.3K | 0.68% | 31 |
|
|
2022
Q2 | $702K | Sell |
14,014
-398
| -3% | -$19.9K | 0.68% | 35 |
|
|
2022
Q1 | $725K | Sell |
14,412
-33,759
| -70% | -$1.7M | 0.57% | 41 |
|
|
2021
Q4 | $2.43M | Buy |
+48,171
| New | +$2.43M | 2.01% | 14 |
|