Mills Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
81,363
-49,280
| -38% | -$2.5M | 1.89% | 15 |
|
|
2025
Q1 | $6.61M | Sell |
130,643
-94,300
| -42% | -$4.77M | 3.51% | 9 |
|
|
2024
Q4 | $11.3M | Sell |
224,943
-31,314
| -12% | -$1.58M | 6.45% | 4 |
|
|
2024
Q3 | $13M | Buy |
256,257
+232
| +0.1% | +$11.8K | 8.95% | 3 |
|
|
2024
Q2 | $12.9M | Sell |
256,025
-58,429
| -19% | -$2.95M | 9.23% | 3 |
|
|
2024
Q1 | $15.9M | Sell |
314,454
-19,330
| -6% | -$975K | 11.64% | 3 |
|
|
2023
Q4 | $16.8M | Buy |
333,784
+23,719
| +8% | +$1.19M | 12.77% | 3 |
|
|
2023
Q3 | $15.6M | Sell |
310,065
-60,431
| -16% | -$3.03M | 12.45% | 2 |
|
|
2023
Q2 | $18.6M | Buy |
370,496
+41,118
| +12% | +$2.06M | 14.12% | 2 |
|
|
2023
Q1 | $16.6M | Buy |
329,378
+77,252
| +31% | +$3.89M | 13.35% | 2 |
|
|
2022
Q4 | $12.6M | Buy |
+252,126
| New | +$12.6M | 11.42% | 2 |
|