LWL
Leo Wealth LLC’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 | $1.96M | Buy |
+38,648
| New | +$1.96M | 0.15% | 124 |
|
|
2025
Q1 | – | Sell |
-4,343
| Closed | -$219K | – | 331 |
|
|
2024
Q4 | $219K | Sell |
4,343
-515
| -11% | -$25.9K | 0.02% | 329 |
|
|
2024
Q3 | $247K | Sell |
4,858
-4,233
| -47% | -$215K | 0.02% | 307 |
|
|
2024
Q2 | $457K | Sell |
9,091
-15,273
| -63% | -$767K | 0.05% | 229 |
|
|
2024
Q1 | $1.23M | Sell |
24,364
-61,069
| -71% | -$3.07M | 0.13% | 128 |
|
|
2023
Q4 | $4.29M | Buy |
+85,433
| New | +$4.29M | 0.44% | 37 |
|