Newport Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $831K | Sell |
16,390
-2,870
| -15% | -$146K | 0.5% | 41 |
|
|
2021
Q2 | $977K | Sell |
19,260
-3,600
| -16% | -$183K | 0.56% | 38 |
|
|
2021
Q1 | $1.16M | Sell |
22,860
-3,030
| -12% | -$154K | 0.72% | 36 |
|
|
2020
Q4 | $1.32M | Hold |
25,890
| – | – | 0.98% | 30 |
|
|
2020
Q3 | $1.31M | Buy |
25,890
+3,140
| +14% | +$159K | 0.98% | 31 |
|
|
2020
Q2 | $1.15M | Buy |
22,750
+6,150
| +37% | +$312K | 1.05% | 29 |
|
|
2020
Q1 | $830K | Buy |
+16,600
| New | +$830K | 0.78% | 31 |
|