O'Connor Financial 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
Q2 | $6.43M | Buy |
127,340
+30,683
| +32% | +$1.55M | 2.84% | 14 |
|
|
2025
Q1 | $4.89M | Buy |
96,657
+13,022
| +16% | +$659K | 2.54% | 16 |
|
|
2024
Q4 | $4.21M | Sell |
83,635
-573
| -0.7% | -$28.9K | 2.2% | 18 |
|
|
2024
Q3 | $4.27M | Buy |
84,208
+9,300
| +12% | +$472K | 2.24% | 18 |
|
|
2024
Q2 | $3.78M | Buy |
74,908
+26,120
| +54% | +$1.32M | 2.2% | 19 |
|
|
2024
Q1 | $2.46M | Buy |
48,788
+7,376
| +18% | +$372K | 1.47% | 20 |
|
|
2023
Q4 | $2.08M | Buy |
41,412
+12,289
| +42% | +$617K | 1.29% | 22 |
|
|
2023
Q3 | $1.46M | Buy |
29,123
+10,441
| +56% | +$524K | 1% | 22 |
|
|
2023
Q2 | $937K | Buy |
18,682
+8,872
| +90% | +$445K | 0.65% | 27 |
|
|
2023
Q1 | $494K | Buy |
+9,810
| New | +$494K | 0.37% | 41 |
|