Mittelman 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 | $358K | Sell |
7,060
-1,854
| -21% | -$94K | 0.3% | 31 |
|
|
2025
Q1 | $451K | Sell |
8,914
-1,851
| -17% | -$93.7K | 0.41% | 24 |
|
|
2024
Q4 | $542K | Hold |
10,765
| – | – | 0.5% | 20 |
|
|
2024
Q3 | $546K | Buy |
10,765
+2,621
| +32% | +$133K | 0.31% | 18 |
|
|
2024
Q2 | $411K | Sell |
8,144
-1,235
| -13% | -$62.3K | 0.27% | 55 |
|
|
2024
Q1 | $473K | Buy |
+9,379
| New | +$473K | 0.32% | 48 |
|