KWB Wealth’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 | – | Sell |
-5,648
| Closed | -$284K | – | 160 |
|
|
2025
Q1 | $284K | Sell |
5,648
-961
| -15% | -$48.4K | 0.03% | 128 |
|
|
2024
Q4 | $335K | Sell |
6,609
-1,744
| -21% | -$88.5K | 0.04% | 111 |
|
|
2024
Q3 | $422K | Buy |
8,353
+797
| +11% | +$40.2K | 0.05% | 88 |
|
|
2024
Q2 | $381K | Hold |
7,556
| – | – | 0.05% | 96 |
|
|
2024
Q1 | $381K | Buy |
7,556
+752
| +11% | +$37.9K | 0.05% | 96 |
|
|
2023
Q4 | $342K | Sell |
6,804
-2,576
| -27% | -$129K | 0.05% | 98 |
|
|
2023
Q3 | $470K | Sell |
9,380
-352
| -4% | -$17.7K | 0.08% | 74 |
|
|
2023
Q2 | $488K | Buy |
9,732
+1,612
| +20% | +$80.8K | 0.08% | 76 |
|
|
2023
Q1 | $407K | Hold |
8,120
| – | – | 0.08% | 85 |
|
|
2022
Q4 | $407K | Buy |
+8,120
| New | +$407K | 0.08% | 77 |
|