LAS
LWM Advisory Services’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,550
| Closed | -$279K | – | 125 |
|
|
2023
Q3 | $279K | Sell |
5,550
-1,363
| -20% | -$68.4K | 0.3% | 57 |
|
|
2023
Q2 | $347K | Buy |
6,913
+1,966
| +40% | +$98.6K | 0.37% | 54 |
|
|
2023
Q1 | $249K | Buy |
4,947
+354
| +8% | +$17.8K | 0.27% | 67 |
|
|
2022
Q4 | $230K | Buy |
+4,593
| New | +$230K | 0.25% | 72 |
|
|
2022
Q3 | – | Sell |
-6,881
| Closed | -$345K | – | 121 |
|
|
2022
Q2 | $345K | Buy |
+6,881
| New | +$345K | 0.41% | 71 |
|