Larson Financial Group’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 | $349K | Buy |
6,882
+535
| +8% | +$27.1K | 0.01% | 529 |
|
|
2025
Q1 | $321K | Buy |
6,347
+1,736
| +38% | +$87.9K | 0.02% | 505 |
|
|
2024
Q4 | $232K | Buy |
4,611
+125
| +3% | +$6.3K | 0.01% | 528 |
|
|
2024
Q3 | $228K | Buy |
4,486
+42
| +0.9% | +$2.13K | 0.01% | 534 |
|
|
2024
Q2 | $224K | Buy |
4,444
+1,737
| +64% | +$87.7K | 0.02% | 429 |
|
|
2024
Q1 | $137K | Buy |
2,707
+23
| +0.9% | +$1.16K | 0.01% | 485 |
|
|
2023
Q4 | $135K | Sell |
2,684
-76
| -3% | -$3.82K | 0.01% | 431 |
|
|
2023
Q3 | $138K | Buy |
2,760
+76
| +3% | +$3.81K | 0.01% | 394 |
|
|
2023
Q2 | $135K | Hold |
2,684
| – | – | 0.01% | 385 |
|
|
2023
Q1 | $135K | Hold |
2,684
| – | – | 0.01% | 381 |
|
|
2022
Q4 | $135K | Sell |
2,684
-61
| -2% | -$3.06K | 0.02% | 362 |
|
|
2022
Q3 | $138K | Buy |
2,745
+824
| +43% | +$41.4K | 0.02% | 318 |
|
|
2022
Q2 | $96K | Hold |
1,921
| – | – | 0.02% | 265 |
|
|
2022
Q1 | $97K | Hold |
1,921
| – | – | 0.02% | 276 |
|
|
2021
Q4 | $97K | Buy |
1,921
+1,887
| +5,550% | +$95.3K | 0.02% | 277 |
|
|
2021
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 785 |
|
|
2021
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 730 |
|
|
2021
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 713 |
|