MinichMacGregor Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,347
| Closed | -$67.6K | – | 369 |
|
|
2022
Q4 | $67.6K | Buy |
+1,347
| New | +$67.6K | 0.02% | 159 |
|
|
2021
Q1 | – | Sell |
-4,819
| Closed | -$244K | – | 84 |
|
|
2020
Q4 | $244K | Buy |
4,819
+287
| +6% | +$14.5K | 0.1% | 72 |
|
|
2020
Q3 | $230K | Buy |
+4,532
| New | +$230K | 0.11% | 53 |
|