LFA
Legacy Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
34,546
-6,549
| -16% | -$332K | 0.27% | 59 |
|
|
2025
Q1 | $2.08M | Buy |
41,095
+8,101
| +25% | +$410K | 0.35% | 45 |
|
|
2024
Q4 | $1.66M | Buy |
+32,994
| New | +$1.66M | 0.27% | 61 |
|
|
2019
Q2 | – | Sell |
-971
| Closed | -$49K | – | 523 |
|
|
2019
Q1 | $49K | Buy |
+971
| New | +$49K | 0.02% | 279 |
|