Lord & Richards 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
Sell
-13,691
Closed -$693K 111
2025
Q1
$693K Buy
13,691
+4,170
+44% +$211K 0.79% 38
2024
Q4
$480K Buy
+9,521
New +$480K 1.01% 38