Lake Street Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.03M | Buy |
40,113
+2,901
| +8% | +$147K | 0.26% | 80 |
|
|
2025
Q4 | $1.88M | Buy |
37,212
+10,454
| +39% | +$530K | 0.23% | 86 |
|
|
2025
Q3 | $1.36M | Buy |
26,758
+3,782
| +16% | +$191K | 0.18% | 100 |
|
|
2025
Q2 | $1.16M | Buy |
22,976
+5,163
| +29% | +$261K | 0.17% | 101 |
|
|
2025
Q1 | $902K | Buy |
17,813
+3,040
| +21% | +$154K | 0.15% | 109 |
|
|
2024
Q4 | $744K | Sell |
14,773
-301
| -2% | -$15.2K | 0.12% | 116 |
|
|
2024
Q3 | $765K | Sell |
15,074
-1,289
| -8% | -$65.1K | 0.12% | 127 |
|
|
2024
Q2 | $826K | Buy |
16,363
+106
| +0.7% | +$5.34K | 0.11% | 164 |
|
|
2024
Q1 | $820K | Sell |
16,257
-269
| -2% | -$13.5K | 0.11% | 163 |
|
|
2023
Q4 | $830K | Sell |
16,526
-482
| -3% | -$24.2K | 0.13% | 147 |
|
|
2023
Q3 | $854K | Sell |
17,008
-13,929
| -45% | -$698K | 0.15% | 134 |
|
|
2023
Q2 | $1.55M | Buy |
30,937
+1,536
| +5% | +$77.1K | 0.27% | 103 |
|
|
2023
Q1 | $1.48M | Sell |
29,401
-189
| -0.6% | -$9.5K | 0.28% | 103 |
|
|
2022
Q4 | $1.48M | Sell |
29,590
-21,394
| -42% | -$1.07M | 0.31% | 94 |
|
|
2022
Q3 | $2.56M | Sell |
50,984
-4,984
| -9% | -$250K | 0.59% | 48 |
|
|
2022
Q2 | $2.8M | Sell |
55,968
-10,729
| -16% | -$538K | 0.6% | 52 |
|
|
2022
Q1 | $3.35M | Buy |
66,697
+6,491
| +11% | +$327K | 0.61% | 44 |
|
|
2021
Q4 | $3.04M | Buy |
60,206
+4,819
| +9% | +$244K | 0.54% | 51 |
|
|
2021
Q3 | $2.81M | Buy |
55,387
+7,832
| +16% | +$397K | 0.69% | 44 |
|
|
2021
Q2 | $2.41M | Buy |
47,555
+38,557
| +429% | +$1.96M | 0.61% | 45 |
|
|
2021
Q1 | $457K | Buy |
8,998
+1,003
| +13% | +$50.9K | 0.13% | 147 |
|
|
2020
Q4 | $406K | Buy |
+7,995
| New | +$406K | 0.12% | 144 |
|
Other funds holding JPST
HWM
