Kingswood Wealth Advisors’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 | $1.25M | Sell |
24,647
-13,842
| -36% | -$702K | 0.1% | 222 |
|
|
2025
Q1 | $1.95M | Sell |
38,489
-50,081
| -57% | -$2.54M | 0.18% | 144 |
|
|
2024
Q4 | $4.46M | Buy |
88,570
+47,538
| +116% | +$2.39M | 0.34% | 56 |
|
|
2024
Q3 | $2.08M | Sell |
41,032
-6,486
| -14% | -$329K | 0.15% | 158 |
|
|
2024
Q2 | $2.4M | Buy |
47,518
+3,121
| +7% | +$158K | 0.22% | 99 |
|
|
2024
Q1 | $2.24M | Buy |
44,397
+5,628
| +15% | +$284K | 0.26% | 89 |
|
|
2023
Q4 | $1.95M | Sell |
38,769
-7,708
| -17% | -$387K | 0.22% | 107 |
|
|
2023
Q3 | $2.33M | Buy |
+46,477
| New | +$2.33M | 0.4% | 65 |
|