Opes Wealth Management’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
Q4 | – | Sell |
-6,450
| Closed | -$327K | – | 142 |
|
|
2024
Q3 | $327K | Buy |
6,450
+100
| +2% | +$5.07K | 0.06% | 109 |
|
|
2024
Q2 | $320K | Sell |
6,350
-2,780
| -30% | -$140K | 0.07% | 103 |
|
|
2024
Q1 | $461K | Hold |
9,130
| – | – | 0.11% | 90 |
|
|
2023
Q4 | $459K | Sell |
9,130
-2,790
| -23% | -$140K | 0.11% | 84 |
|
|
2023
Q3 | $598K | Hold |
11,920
| – | – | 0.17% | 67 |
|
|
2023
Q2 | $598K | Hold |
11,920
| – | – | 0.17% | 72 |
|
|
2023
Q1 | $600K | Buy |
+11,920
| New | +$600K | 0.19% | 59 |
|