Palumbo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Sell |
388,328
-1,726
| -0.4% | -$87.5K | 6.1% | 2 |
|
|
2025
Q1 | $19.7M | Sell |
390,054
-24,034
| -6% | -$1.22M | 6.6% | 2 |
|
|
2024
Q4 | $20.9M | Buy |
+414,088
| New | +$20.9M | 7.79% | 2 |
|
|
2021
Q4 | – | Sell |
-3,935
| Closed | -$200K | – | 98 |
|
|
2021
Q3 | $200K | Sell |
3,935
-1,750
| -31% | -$88.9K | 0.13% | 95 |
|
|
2021
Q2 | $288K | Sell |
5,685
-3,490
| -38% | -$177K | 0.19% | 84 |
|
|
2021
Q1 | $466K | Buy |
9,175
+2,655
| +41% | +$135K | 0.35% | 65 |
|
|
2020
Q4 | $331K | Buy |
+6,520
| New | +$331K | 0.27% | 69 |
|