McClarren Financial Advisors’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
2024
Q2
Sell
-1,375
Closed -$70K 341
2024
Q1
$70K Hold
1,375
0.05% 121
2023
Q4
$69K Buy
+1,375
New +$69K 0.05% 130
2023
Q2
Sell
-377
Closed -$18K 405
2023
Q1
$18K Sell
377
-447
-54% -$21.3K 0.02% 215
2022
Q4
$41K Buy
+824
New +$41K 0.04% 162