Lokken Investment Group’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
$4.91M Sell
96,899
-397
-0.4% -$20.1K 1.89% 14
2025
Q1
$4.93M Buy
97,296
+3,357
+4% +$170K 2.08% 13
2024
Q4
$4.73M Sell
93,939
-5,455
-5% -$275K 2.04% 15
2024
Q3
$5.04M Buy
99,394
+4,741
+5% +$241K 2.1% 13
2024
Q2
$4.78M Buy
+94,653
New +$4.78M 2.25% 13