Legacy Capital Wealth Partners’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 | $522K | Sell |
10,300
-372
| -3% | -$18.9K | 0.12% | 185 |
|
|
2025
Q1 | $540K | Buy |
10,672
+190
| +2% | +$9.62K | 0.13% | 168 |
|
|
2024
Q4 | $528K | Buy |
10,482
+13
| +0.1% | +$655 | 0.13% | 167 |
|
|
2024
Q3 | $531K | Buy |
10,469
+169
| +2% | +$8.58K | 0.11% | 186 |
|
|
2024
Q2 | $520K | Buy |
+10,300
| New | +$520K | 0.13% | 154 |
|
|
2024
Q1 | – | Sell |
-10,349
| Closed | -$520K | – | 234 |
|
|
2023
Q4 | $520K | Sell |
10,349
-63
| -0.6% | -$3.17K | 0.15% | 140 |
|
|
2023
Q3 | $522K | Buy |
+10,412
| New | +$522K | 0.14% | 137 |
|
|
2023
Q2 | – | Sell |
-12,859
| Closed | -$647K | – | 142 |
|
|
2023
Q1 | $647K | Buy |
+12,859
| New | +$647K | 0.18% | 113 |
|
|
2022
Q4 | – | Sell |
-4,316
| Closed | -$216K | – | 61 |
|
|
2022
Q3 | $216K | Sell |
4,316
-469
| -10% | -$23.5K | 0.11% | 51 |
|
|
2022
Q2 | $240K | Sell |
4,785
-1,304
| -21% | -$65.4K | 0.12% | 49 |
|
|
2022
Q1 | $306K | Sell |
6,089
-2,999
| -33% | -$151K | 0.13% | 48 |
|
|
2021
Q4 | $459K | Buy |
9,088
+1,678
| +23% | +$84.7K | 0.19% | 39 |
|
|
2021
Q3 | $376K | Buy |
7,410
+148
| +2% | +$7.51K | 0.15% | 38 |
|
|
2021
Q2 | $368K | Buy |
7,262
+1,166
| +19% | +$59.1K | 0.2% | 20 |
|
|
2021
Q1 | $309K | Buy |
+6,096
| New | +$309K | 0.13% | 59 |
|