Lee Financial’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 | $479K | Buy |
9,459
+900
| +11% | +$45.6K | 0.07% | 96 |
|
|
2025
Q1 | $433K | Sell |
8,559
-4,446
| -34% | -$225K | 0.07% | 101 |
|
|
2024
Q4 | $657K | Buy |
13,005
+64
| +0.5% | +$3.23K | 0.09% | 100 |
|
|
2024
Q3 | $657K | Buy |
12,941
+4,772
| +58% | +$242K | 0.09% | 102 |
|
|
2024
Q2 | $412K | Hold |
8,169
| – | – | 0.07% | 106 |
|
|
2024
Q1 | $412K | Sell |
8,169
-433
| -5% | -$21.8K | 0.07% | 105 |
|
|
2023
Q4 | $434K | Sell |
8,602
-1,349
| -14% | -$68.1K | 0.08% | 104 |
|
|
2023
Q3 | $499K | Buy |
9,951
+810
| +9% | +$40.6K | 0.09% | 83 |
|
|
2023
Q2 | $458K | Sell |
9,141
-1,010
| -10% | -$50.6K | 0.08% | 89 |
|
|
2023
Q1 | $511K | Sell |
10,151
-4,780
| -32% | -$241K | 0.09% | 82 |
|
|
2022
Q4 | $748K | Buy |
14,931
+427
| +3% | +$21.4K | 0.13% | 77 |
|
|
2022
Q3 | $728K | Buy |
14,504
+7,511
| +107% | +$377K | 0.14% | 73 |
|
|
2022
Q2 | $350K | Buy |
6,993
+441
| +7% | +$22.1K | 0.06% | 113 |
|
|
2022
Q1 | $329K | Sell |
6,552
-171
| -3% | -$8.59K | 0.06% | 117 |
|
|
2021
Q4 | $339K | Buy |
6,723
+500
| +8% | +$25.2K | 0.06% | 118 |
|
|
2021
Q3 | $316K | Hold |
6,223
| – | – | 0.07% | 111 |
|
|
2021
Q2 | $316K | Buy |
6,223
+3,152
| +103% | +$160K | 0.07% | 112 |
|
|
2021
Q1 | $156K | Buy |
3,071
+900
| +41% | +$45.7K | 0.04% | 145 |
|
|
2020
Q4 | $110K | Sell |
2,171
-1,000
| -32% | -$50.7K | 0.03% | 153 |
|
|
2020
Q3 | $161K | Sell |
3,171
-1,000
| -24% | -$50.8K | 0.05% | 127 |
|
|
2020
Q2 | $212K | Buy |
4,171
+171
| +4% | +$8.69K | 0.06% | 116 |
|
|
2020
Q1 | $199K | Buy |
+4,000
| New | +$199K | 0.07% | 105 |
|