LNWWM
Laird Norton Wetherby Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22,300
| Closed | -$1.13M | – | 936 |
|
|
2024
Q1 | $1.13M | Sell |
22,300
-543
| -2% | -$27.4K | 0.05% | 338 |
|
|
2023
Q4 | $1.15M | Buy |
+22,843
| New | +$1.15M | 0.06% | 323 |
|
|
2022
Q4 | – | Sell |
-7,283
| Closed | -$366K | – | 915 |
|
|
2022
Q3 | $366K | Sell |
7,283
-1,592
| -18% | -$80K | 0.03% | 587 |
|
|
2022
Q2 | $445K | Sell |
8,875
-2,193
| -20% | -$110K | 0.03% | 547 |
|
|
2022
Q1 | $556K | Buy |
11,068
+1,703
| +18% | +$85.6K | 0.03% | 492 |
|
|
2021
Q4 | $473K | Buy |
9,365
+4
| +0% | +$202 | 0.03% | 542 |
|
|
2021
Q3 | $475K | Buy |
9,361
+1,490
| +19% | +$75.6K | 0.03% | 519 |
|
|
2021
Q2 | $399K | Sell |
7,871
-1,471
| -16% | -$74.6K | 0.02% | 592 |
|
|
2021
Q1 | $474K | Sell |
9,342
-2,206
| -19% | -$112K | 0.04% | 450 |
|
|
2020
Q4 | $587K | Buy |
11,548
+1,616
| +16% | +$82.1K | 0.04% | 417 |
|
|
2020
Q3 | $504K | Buy |
9,932
+4,040
| +69% | +$205K | 0.04% | 372 |
|
|
2020
Q2 | $299K | Buy |
+5,892
| New | +$299K | 0.03% | 511 |
|
|
2020
Q1 | – | Sell |
-3,961
| Closed | -$200K | – | 718 |
|
|
2019
Q4 | $200K | Buy |
+3,961
| New | +$200K | 0.02% | 665 |
|