National Wealth Management Group’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
Q1 | $711K | Buy |
14,051
+4,360
| +45% | +$221K | 0.47% | 53 |
|
|
2024
Q4 | $488K | Buy |
9,691
+1,791
| +23% | +$90.2K | 0.32% | 72 |
|
|
2024
Q3 | $401K | Sell |
7,900
-1,526
| -16% | -$77.4K | 0.27% | 87 |
|
|
2024
Q2 | $476K | Sell |
9,426
-3,640
| -28% | -$184K | 0.36% | 64 |
|
|
2024
Q1 | $659K | Sell |
13,066
-8,569
| -40% | -$432K | 0.51% | 45 |
|
|
2023
Q4 | $1.09M | Sell |
21,635
-2,170
| -9% | -$109K | 1.05% | 30 |
|
|
2023
Q3 | $1.19M | Sell |
23,805
-394
| -2% | -$19.8K | 1.3% | 21 |
|
|
2023
Q2 | $1.21M | Buy |
24,199
+1,730
| +8% | +$86.6K | 1.26% | 23 |
|
|
2023
Q1 | $1.13M | Sell |
22,469
-12,085
| -35% | -$608K | 1.29% | 21 |
|
|
2022
Q4 | $1.73M | Sell |
34,554
-8,671
| -20% | -$435K | 2.08% | 11 |
|
|
2022
Q3 | $2.17M | Sell |
43,225
-3,285
| -7% | -$165K | 2.82% | 7 |
|
|
2022
Q2 | $2.33M | Buy |
46,510
+27,653
| +147% | +$1.39M | 2.94% | 8 |
|
|
2022
Q1 | $948K | Sell |
18,857
-10,858
| -37% | -$546K | 0.91% | 32 |
|
|
2021
Q4 | $1.5M | Buy |
+29,715
| New | +$1.5M | 1.4% | 19 |
|