LWMT
Legacy Wealth Management (Tennessee)’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 | $74.9M | Buy |
1,478,317
+31,818
| +2% | +$1.61M | 4.66% | 8 |
|
|
2025
Q1 | $73.2M | Buy |
1,446,499
+1,804
| +0.1% | +$91.3K | 4.88% | 8 |
|
|
2024
Q4 | $72.8M | Buy |
1,444,695
+63,095
| +5% | +$3.18M | 4.67% | 8 |
|
|
2024
Q3 | $70.1M | Buy |
1,381,600
+37,113
| +3% | +$1.88M | 4.54% | 8 |
|
|
2024
Q2 | $67.9M | Buy |
1,344,487
+29,650
| +2% | +$1.5M | 4.91% | 8 |
|
|
2024
Q1 | $66.3M | Buy |
1,314,837
+52,813
| +4% | +$2.66M | 4.89% | 8 |
|
|
2023
Q4 | $63.4M | Buy |
1,262,024
+31,194
| +3% | +$1.57M | 5.02% | 7 |
|
|
2023
Q3 | $61.8M | Sell |
1,230,830
-2,369,928
| -66% | -$119M | 5.4% | 7 |
|
|
2023
Q2 | $181M | Buy |
3,600,758
+26,696
| +0.7% | +$1.34M | 15.28% | 3 |
|
|
2023
Q1 | $180M | Buy |
3,574,062
+13,507
| +0.4% | +$680K | 16.08% | 3 |
|
|
2022
Q4 | $178M | Sell |
3,560,555
-88,807
| -2% | -$4.45M | 17.07% | 2 |
|
|
2022
Q3 | $183M | Buy |
3,649,362
+2,060,060
| +130% | +$103M | 19.01% | 2 |
|
|
2022
Q2 | $79.6M | Buy |
+1,589,302
| New | +$79.6M | 9.73% | 5 |
|