PFWA
Paces Ferry 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 | $11.3M | Buy |
222,771
+5,911
| +3% | +$300K | 5.19% | 6 |
|
|
2025
Q1 | $11M | Buy |
216,860
+7,661
| +4% | +$388K | 5.46% | 6 |
|
|
2024
Q4 | $10.5M | Buy |
209,199
+17,235
| +9% | +$868K | 5.12% | 5 |
|
|
2024
Q3 | $9.74M | Buy |
191,964
+14,972
| +8% | +$760K | 5.6% | 4 |
|
|
2024
Q2 | $8.93M | Buy |
176,992
+15,335
| +9% | +$774K | 5.39% | 4 |
|
|
2024
Q1 | $8.16M | Buy |
161,657
+7,466
| +5% | +$377K | 5.22% | 4 |
|
|
2023
Q4 | $7.75M | Buy |
154,191
+6,852
| +5% | +$344K | 5.39% | 2 |
|
|
2023
Q3 | $7.39M | Buy |
147,339
+5,303
| +4% | +$266K | 5.86% | 2 |
|
|
2023
Q2 | $7.12M | Buy |
142,036
+13,337
| +10% | +$669K | 5.35% | 2 |
|
|
2023
Q1 | $6.48M | Buy |
+128,699
| New | +$6.48M | 5.22% | 2 |
|