Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Buy |
132,461
+651
| +0.5% | +$33K | 0.11% | 193 |
|
|
2025
Q1 | $6.67M | Buy |
131,810
+8,146
| +7% | +$412K | 0.13% | 171 |
|
|
2024
Q4 | $6.23M | Buy |
123,664
+33,126
| +37% | +$1.67M | 0.12% | 169 |
|
|
2024
Q3 | $4.59M | Buy |
90,538
+60,316
| +200% | +$3.06M | 0.1% | 208 |
|
|
2024
Q2 | $1.53M | Buy |
30,222
+6,827
| +29% | +$345K | 0.04% | 406 |
|
|
2024
Q1 | $1.18M | Buy |
23,395
+2,158
| +10% | +$109K | 0.03% | 458 |
|
|
2023
Q4 | $1.07M | Buy |
21,237
+3,463
| +19% | +$174K | 0.03% | 452 |
|
|
2023
Q3 | $892K | Sell |
17,774
-999
| -5% | -$50.1K | 0.03% | 465 |
|
|
2023
Q2 | $941K | Sell |
18,773
-11,418
| -38% | -$572K | 0.04% | 426 |
|
|
2023
Q1 | $1.52M | Sell |
30,191
-45,556
| -60% | -$2.29M | 0.06% | 295 |
|
|
2022
Q4 | $3.8M | Buy |
75,747
+22,485
| +42% | +$1.13M | 0.16% | 144 |
|
|
2022
Q3 | $2.67M | Buy |
53,262
+35,708
| +203% | +$1.79M | 0.13% | 183 |
|
|
2022
Q2 | $879K | Sell |
17,554
-4,164
| -19% | -$209K | 0.04% | 398 |
|
|
2022
Q1 | $1.09M | Sell |
21,718
-2,642
| -11% | -$133K | 0.05% | 366 |
|
|
2021
Q4 | $1.23M | Buy |
24,360
+5,065
| +26% | +$256K | 0.05% | 333 |
|
|
2021
Q3 | $979K | Sell |
19,295
-15,656
| -45% | -$794K | 0.05% | 384 |
|
|
2021
Q2 | $1.77M | Buy |
34,951
+1,068
| +3% | +$54.2K | 0.09% | 248 |
|
|
2021
Q1 | $1.72M | Buy |
33,883
+18,132
| +115% | +$920K | 0.1% | 216 |
|
|
2020
Q4 | $800K | Buy |
15,751
+214
| +1% | +$10.9K | 0.06% | 328 |
|
|
2020
Q3 | $789K | Buy |
15,537
+170
| +1% | +$8.63K | 0.07% | 271 |
|
|
2020
Q2 | $780K | Buy |
15,367
+623
| +4% | +$31.6K | 0.08% | 246 |
|
|
2020
Q1 | $732K | Buy |
14,744
+3,516
| +31% | +$175K | 0.1% | 217 |
|
|
2019
Q4 | $566K | Buy |
+11,228
| New | +$566K | 0.07% | 260 |
|