LWA
Lowe Wealth 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 | $10.2M | Buy |
200,946
+3,469
| +2% | +$176K | 3.98% | 8 |
|
|
2025
Q1 | $10M | Sell |
197,477
-1,867
| -0.9% | -$94.5K | 4.25% | 6 |
|
|
2024
Q4 | $10M | Buy |
199,344
+50
| +0% | +$2.52K | 4.28% | 6 |
|
|
2024
Q3 | $10.1M | Sell |
199,294
-3,731
| -2% | -$189K | 4.36% | 5 |
|
|
2024
Q2 | $10.2M | Buy |
203,025
+2,430
| +1% | +$123K | 4.67% | 5 |
|
|
2024
Q1 | $10.1M | Buy |
200,595
+2,489
| +1% | +$126K | 4.71% | 5 |
|
|
2023
Q4 | $9.95M | Sell |
198,106
-3,513
| -2% | -$176K | 4.92% | 5 |
|
|
2023
Q3 | $10.1M | Sell |
201,619
-1,329
| -0.7% | -$66.7K | 5.38% | 5 |
|
|
2023
Q2 | $10.2M | Buy |
202,948
+517
| +0.3% | +$25.9K | 5.16% | 5 |
|
|
2023
Q1 | $10.2M | Sell |
202,431
-1,820
| -0.9% | -$91.6K | 5.48% | 5 |
|
|
2022
Q4 | $10.2M | Buy |
204,251
+2,496
| +1% | +$125K | 5.66% | 5 |
|
|
2022
Q3 | $10.1M | Buy |
201,755
+7,441
| +4% | +$373K | 5.96% | 5 |
|
|
2022
Q2 | $9.73M | Buy |
194,314
+4,614
| +2% | +$231K | 5.31% | 7 |
|
|
2022
Q1 | $9.54M | Buy |
189,700
+2,367
| +1% | +$119K | 4.31% | 7 |
|
|
2021
Q4 | $9.46M | Sell |
187,333
-3,657
| -2% | -$185K | 4.16% | 7 |
|
|
2021
Q3 | $9.69M | Buy |
190,990
+3,658
| +2% | +$186K | 4.59% | 7 |
|
|
2021
Q2 | $9.51M | Buy |
187,332
+5,952
| +3% | +$302K | 4.55% | 7 |
|
|
2021
Q1 | $9.21M | Buy |
181,380
+5,288
| +3% | +$268K | 4.63% | 7 |
|
|
2020
Q4 | $8.94M | Buy |
176,092
+7,614
| +5% | +$387K | 4.54% | 7 |
|
|
2020
Q3 | $8.56M | Buy |
168,478
+17,061
| +11% | +$867K | 4.75% | 7 |
|
|
2020
Q2 | $7.68M | Buy |
151,417
+92,806
| +158% | +$4.71M | 4.53% | 7 |
|
|
2020
Q1 | $2.91M | Buy |
58,611
+2,033
| +4% | +$101K | 2.05% | 11 |
|
|
2019
Q4 | $2.85M | Buy |
56,578
+9,433
| +20% | +$476K | 1.59% | 14 |
|
|
2019
Q3 | $2.38M | Buy |
47,145
+3,267
| +7% | +$165K | 1.42% | 14 |
|
|
2019
Q2 | $2.21M | Buy |
43,878
+4,668
| +12% | +$235K | 1.33% | 15 |
|
|
2019
Q1 | $1.97M | Buy |
39,210
+1,876
| +5% | +$94.4K | 1.19% | 16 |
|
|
2018
Q4 | $1.87M | Buy |
37,334
+8,052
| +27% | +$404K | 1.28% | 14 |
|
|
2018
Q3 | $1.47M | Buy |
29,282
+6,546
| +29% | +$328K | 0.87% | 17 |
|
|
2018
Q2 | $1.14M | Buy |
22,736
+3,000
| +15% | +$150K | 0.71% | 17 |
|
|
2018
Q1 | $987K | Buy |
+19,736
| New | +$987K | 0.62% | 20 |
|