Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $11.1M | Buy |
+222,500
| New | +$11.1M | 6.33% | 8 |
|
|
2020
Q1 | – | Sell |
-591
| Closed | -$30K | – | 417 |
|
|
2019
Q4 | $30K | Buy |
+591
| New | +$30K | 0.01% | 169 |
|
|
2019
Q2 | $40K | Hold |
795
| – | – | 0.01% | 169 |
|
|
2019
Q1 | $40K | Sell |
795
-25,862
| -97% | -$1.3M | 0.01% | 169 |
|
|
2018
Q4 | $1.34M | Buy |
+26,657
| New | +$1.34M | 0.5% | 39 |
|