LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’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 | $42.4K | Hold |
837
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $42.3K | Hold |
837
| – | – | ﹤0.01% | 390 |
|
|
2024
Q4 | $42.3K | Hold |
837
| – | – | ﹤0.01% | 407 |
|
|
2024
Q3 | $42.3K | Hold |
837
| – | – | ﹤0.01% | 400 |
|
|
2024
Q2 | $42.2K | Hold |
837
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $42.2K | Buy |
+837
| New | +$42.2K | ﹤0.01% | 410 |
|
|
2021
Q3 | – | Sell |
-866
| Closed | -$44K | – | 855 |
|
|
2021
Q2 | $44K | Buy |
+866
| New | +$44K | ﹤0.01% | 481 |
|