Maltin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,943
| Closed | -$398K | – | 114 |
|
|
2022
Q2 | $398K | Buy |
7,943
+16
| +0.2% | +$802 | 0.29% | 86 |
|
|
2022
Q1 | $398K | Sell |
7,927
-11,595
| -59% | -$582K | 0.26% | 83 |
|
|
2021
Q4 | $985K | Sell |
19,522
-5,960
| -23% | -$301K | 0.59% | 47 |
|
|
2021
Q3 | $1.29M | Sell |
25,482
-5,350
| -17% | -$271K | 0.79% | 39 |
|
|
2021
Q2 | $1.56M | Buy |
30,832
+3,550
| +13% | +$180K | 0.95% | 32 |
|
|
2021
Q1 | $1.39M | Sell |
27,282
-2,726
| -9% | -$138K | 0.9% | 35 |
|
|
2020
Q4 | $1.52M | Sell |
30,008
-1,809
| -6% | -$91.9K | 1.07% | 29 |
|
|
2020
Q3 | $1.62M | Sell |
31,817
-23,413
| -42% | -$1.19M | 1.15% | 26 |
|
|
2020
Q2 | $2.8M | Buy |
+55,230
| New | +$2.8M | 2.12% | 14 |
|
|
2020
Q1 | – | Sell |
-119,748
| Closed | -$6.04M | – | 107 |
|
|
2019
Q4 | $6.04M | Buy |
+119,748
| New | +$6.04M | 3.91% | 6 |
|