LPWM LLC’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 | $18M | Buy |
354,315
+35,486
| +11% | +$1.8M | 5.24% | 4 |
|
|
2025
Q1 | $16.1M | Buy |
318,829
+134,762
| +73% | +$6.82M | 5.2% | 4 |
|
|
2024
Q4 | $9.27M | Buy |
184,067
+19,124
| +12% | +$963K | 2.98% | 8 |
|
|
2024
Q3 | $8.33M | Sell |
164,943
-2,673
| -2% | -$135K | 2.73% | 7 |
|
|
2024
Q2 | $8.44M | Sell |
167,616
-4,257
| -2% | -$214K | 2.91% | 7 |
|
|
2024
Q1 | $8.64M | Sell |
171,873
-1,744
| -1% | -$87.7K | 3.17% | 7 |
|
|
2023
Q4 | $8.72M | Sell |
173,617
-64,006
| -27% | -$3.22M | 3.45% | 7 |
|
|
2023
Q3 | $11.9M | Buy |
237,623
+23,501
| +11% | +$1.17M | 5.34% | 5 |
|
|
2023
Q2 | $10.7M | Buy |
214,122
+60,608
| +39% | +$3.03M | 4.72% | 5 |
|
|
2023
Q1 | $7.72M | Buy |
153,514
+114,032
| +289% | +$5.74M | 3.71% | 7 |
|
|
2022
Q4 | $1.98M | Buy |
39,482
+332
| +0.8% | +$16.7K | 1.07% | 19 |
|
|
2022
Q3 | $1.96M | Buy |
39,150
+34,750
| +790% | +$1.74M | 1.17% | 18 |
|
|
2022
Q2 | $220K | Buy |
+4,400
| New | +$220K | 0.12% | 56 |
|