Masso Torrence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Hold |
9,318
| – | – | 0.22% | 69 |
|
|
2025
Q1 | $472K | Hold |
9,318
| – | – | 0.25% | 67 |
|
|
2024
Q4 | $469K | Sell |
9,318
-750
| -7% | -$37.8K | 0.25% | 60 |
|
|
2024
Q3 | $511K | Sell |
10,068
-100
| -1% | -$5.07K | 0.28% | 56 |
|
|
2024
Q2 | $513K | Sell |
10,168
-218
| -2% | -$11K | 0.28% | 55 |
|
|
2024
Q1 | $524K | Buy |
10,386
+3
| +0% | +$151 | 0.31% | 55 |
|
|
2023
Q4 | $522K | Sell |
10,383
-21,508
| -67% | -$1.08M | 0.36% | 50 |
|
|
2023
Q3 | $1.6M | Sell |
31,891
-1,826
| -5% | -$91.6K | 1.23% | 26 |
|
|
2023
Q2 | $1.69M | Sell |
33,717
-2,903
| -8% | -$146K | 1.22% | 26 |
|
|
2023
Q1 | $1.84M | Sell |
36,620
-1,414
| -4% | -$71.2K | 1.46% | 23 |
|
|
2022
Q4 | $1.91M | Sell |
38,034
-22,899
| -38% | -$1.15M | 1.52% | 24 |
|
|
2022
Q3 | $3.06M | Sell |
60,933
-4,026
| -6% | -$202K | 2.7% | 12 |
|
|
2022
Q2 | $3.25M | Sell |
64,959
-5,055
| -7% | -$253K | 2.86% | 10 |
|
|
2022
Q1 | $3.52M | Sell |
70,014
-8,825
| -11% | -$444K | 2.82% | 13 |
|
|
2021
Q4 | $3.98M | Buy |
+78,839
| New | +$3.98M | 2.78% | 9 |
|