OHWA
Oak Hill Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,139
| Closed | -$210K | – | 147 |
|
|
2025
Q1 | $210K | Sell |
4,139
-44
| -1% | -$2.23K | 0.05% | 134 |
|
|
2024
Q4 | $211K | Buy |
+4,183
| New | +$211K | 0.05% | 129 |
|
|
2024
Q3 | – | Sell |
-7,638
| Closed | -$385K | – | 60 |
|
|
2024
Q2 | $385K | Buy |
+7,638
| New | +$385K | 0.12% | 77 |
|
|
2024
Q1 | – | Sell |
-8,768
| Closed | -$440K | – | 52 |
|
|
2023
Q4 | $440K | Buy |
8,768
+190
| +2% | +$9.54K | 0.15% | 67 |
|
|
2023
Q3 | $430K | Buy |
8,578
+459
| +6% | +$23K | 0.17% | 64 |
|
|
2023
Q2 | $407K | Sell |
8,119
-26
| -0.3% | -$1.3K | 0.15% | 71 |
|
|
2023
Q1 | $410K | Sell |
8,145
-3,558
| -30% | -$179K | 0.16% | 72 |
|
|
2022
Q4 | $587K | Buy |
+11,703
| New | +$587K | 0.24% | 59 |
|