MGIA
Matthew Goff Investment Advisor’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 | $6.02M | Buy |
118,715
+1,714
| +1% | +$86.9K | 1.11% | 29 |
|
|
2025
Q1 | $5.92M | Buy |
117,001
+14,226
| +14% | +$720K | 1.09% | 30 |
|
|
2024
Q4 | $5.18M | Buy |
102,775
+42,747
| +71% | +$2.15M | 0.96% | 31 |
|
|
2024
Q3 | $3.05M | Sell |
60,028
-2,625
| -4% | -$133K | 0.58% | 41 |
|
|
2024
Q2 | $3.16M | Sell |
62,653
-6,469
| -9% | -$326K | 0.65% | 37 |
|
|
2024
Q1 | $3.49M | Sell |
69,122
-1,923
| -3% | -$97K | 0.71% | 33 |
|
|
2023
Q4 | $3.57M | Sell |
71,045
-2,248
| -3% | -$113K | 0.79% | 32 |
|
|
2023
Q3 | $3.68M | Buy |
73,293
+148
| +0.2% | +$7.43K | 0.89% | 35 |
|
|
2023
Q2 | $3.67M | Sell |
73,145
-3,882
| -5% | -$195K | 0.86% | 35 |
|
|
2023
Q1 | $3.88M | Buy |
77,027
+31,536
| +69% | +$1.59M | 0.96% | 32 |
|
|
2022
Q4 | $2.28M | Buy |
45,491
+18,848
| +71% | +$945K | 0.59% | 38 |
|
|
2022
Q3 | $1.34M | Buy |
26,643
+1,636
| +7% | +$82K | 0.38% | 45 |
|
|
2022
Q2 | $1.25M | Buy |
+25,007
| New | +$1.25M | 0.34% | 45 |
|