Lionsbridge Wealth Management’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 | $1.04M | Buy |
20,472
+6,101
| +42% | +$309K | 1.03% | 37 |
|
|
2025
Q1 | $728K | Buy |
14,371
+4,833
| +51% | +$245K | 0.65% | 45 |
|
|
2024
Q4 | $480K | Sell |
9,538
-70
| -0.7% | -$3.53K | 0.4% | 50 |
|
|
2024
Q3 | $488K | Sell |
9,608
-71,054
| -88% | -$3.61M | 0.39% | 61 |
|
|
2024
Q2 | $4.07M | Sell |
80,662
-764
| -0.9% | -$38.6K | 3.26% | 7 |
|
|
2024
Q1 | $4.11M | Buy |
81,426
+1,034
| +1% | +$52.2K | 3.18% | 8 |
|
|
2023
Q4 | $4.04M | Sell |
80,392
-84,881
| -51% | -$4.26M | 3.23% | 10 |
|
|
2023
Q3 | $8.29M | Buy |
165,273
+69,367
| +72% | +$3.48M | 7.86% | 2 |
|
|
2023
Q2 | $4.81M | Sell |
95,906
-10,915
| -10% | -$547K | 4.3% | 5 |
|
|
2023
Q1 | $5.38M | Sell |
106,821
-56,432
| -35% | -$2.84M | 4.96% | 4 |
|
|
2022
Q4 | $8.18M | Buy |
163,253
+36,979
| +29% | +$1.85M | 7.98% | 2 |
|
|
2022
Q3 | $6.33M | Buy |
126,274
+3,848
| +3% | +$193K | 9.07% | 3 |
|
|
2022
Q2 | $6.13M | Buy |
+122,426
| New | +$6.13M | 7.09% | 3 |
|