Morris Financial Concepts’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 | $254K | Hold |
5,011
| – | – | 0.1% | 114 |
|
|
2025
Q1 | $254K | Buy |
5,011
+116
| +2% | +$5.87K | 0.11% | 112 |
|
|
2024
Q4 | $247K | Hold |
4,895
| – | – | 0.11% | 108 |
|
|
2024
Q3 | $248K | Buy |
4,895
+277
| +6% | +$14.1K | 0.11% | 107 |
|
|
2024
Q2 | $233K | Sell |
4,618
-312
| -6% | -$15.7K | 0.11% | 95 |
|
|
2024
Q1 | $249K | Sell |
4,930
-503
| -9% | -$25.4K | 0.13% | 89 |
|
|
2023
Q4 | $273K | Buy |
5,433
+105
| +2% | +$5.27K | 0.16% | 78 |
|
|
2023
Q3 | $267K | Sell |
5,328
-225
| -4% | -$11.3K | 0.18% | 71 |
|
|
2023
Q2 | $278K | Buy |
+5,553
| New | +$278K | 0.18% | 73 |
|