Modera 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 | $323K | Sell |
6,378
-28
| -0.4% | -$1.42K | ﹤0.01% | 519 |
|
|
2025
Q1 | $324K | Sell |
6,406
-2,163
| -25% | -$110K | ﹤0.01% | 501 |
|
|
2024
Q4 | $432K | Buy |
+8,569
| New | +$432K | 0.01% | 462 |
|
|
2023
Q4 | – | Sell |
-9,090
| Closed | -$456K | – | 541 |
|
|
2023
Q3 | $456K | Buy |
9,090
+3,891
| +75% | +$195K | 0.01% | 373 |
|
|
2023
Q2 | $261K | Sell |
5,199
-2,061
| -28% | -$103K | ﹤0.01% | 484 |
|
|
2023
Q1 | $365K | Hold |
7,260
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $364K | Buy |
+7,260
| New | +$364K | 0.01% | 252 |
|