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