Lodestone 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 | $6.58M | Sell |
129,821
-390
| -0.3% | -$19.8K | 3.2% | 3 |
|
|
2025
Q1 | $6.59M | Sell |
130,211
-1,302
| -1% | -$65.9K | 3.51% | 2 |
|
|
2024
Q4 | $6.62M | Buy |
131,513
+2,881
| +2% | +$145K | 3.32% | 2 |
|
|
2024
Q3 | $6.53M | Buy |
128,632
+20,980
| +19% | +$1.06M | 3.27% | 2 |
|
|
2024
Q2 | $5.43M | Buy |
107,652
+3,354
| +3% | +$169K | 2.86% | 3 |
|
|
2024
Q1 | $5.26M | Sell |
104,298
-3,534
| -3% | -$178K | 2.76% | 3 |
|
|
2023
Q4 | $5.42M | Sell |
107,832
-5,079
| -4% | -$255K | 3.13% | 2 |
|
|
2023
Q3 | $5.67M | Sell |
112,911
-9,713
| -8% | -$487K | 3.97% | 2 |
|
|
2023
Q2 | $6.15M | Buy |
122,624
+309
| +0.3% | +$15.5K | 4.21% | 2 |
|
|
2023
Q1 | $6.15M | Buy |
122,315
+19,011
| +18% | +$957K | 4.74% | 1 |
|
|
2022
Q4 | $5.18M | Buy |
+103,304
| New | +$5.18M | 4.18% | 2 |
|