NFP Retirement Inc’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,219
| Closed | -$312K | – | 287 |
|
2023
Q4 | $312K | Sell |
6,219
-1,971
| -24% | -$99K | 0.05% | 183 |
|
2023
Q3 | $411K | Buy |
8,190
+190
| +2% | +$9.53K | 0.08% | 158 |
|
2023
Q2 | $401K | Hold |
8,000
| – | – | 0.07% | 162 |
|
2023
Q1 | $403K | Hold |
8,000
| – | – | 0.08% | 170 |
|
2022
Q4 | $401K | Buy |
8,000
+2,000
| +33% | +$100K | 0.09% | 164 |
|
2022
Q3 | $301K | Buy |
6,000
+2,000
| +50% | +$100K | 0.07% | 183 |
|
2022
Q2 | $200K | Buy |
+4,000
| New | +$200K | 0.05% | 220 |
|