PFA
Paradigm Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.37M | Sell |
46,928
-1,806
| -4% | -$91.2K | 0.52% | 47 |
|
|
2021
Q3 | $2.47M | Sell |
48,734
-5,044
| -9% | -$256K | 0.57% | 46 |
|
|
2021
Q2 | $2.73M | Sell |
53,778
-6,321
| -11% | -$321K | 0.61% | 45 |
|
|
2021
Q1 | $3.05M | Sell |
60,099
-65,529
| -52% | -$3.33M | 0.74% | 38 |
|
|
2020
Q4 | $6.38M | Sell |
125,628
-314,752
| -71% | -$16M | 1.73% | 17 |
|
|
2020
Q3 | $22.4M | Buy |
440,380
+344,086
| +357% | +$17.5M | 6.35% | 2 |
|
|
2020
Q2 | $4.89M | Sell |
96,294
-6,240
| -6% | -$317K | 1.55% | 21 |
|
|
2020
Q1 | $5.09M | Sell |
102,534
-2,850
| -3% | -$142K | 1.89% | 18 |
|
|
2019
Q4 | $5.32M | Sell |
105,384
-2,037
| -2% | -$103K | 1.82% | 14 |
|
|
2019
Q3 | $5.42M | Buy |
107,421
+22,973
| +27% | +$1.16M | 2.12% | 12 |
|
|
2019
Q2 | $4.26M | Buy |
84,448
+25,358
| +43% | +$1.28M | 1.57% | 19 |
|
|
2019
Q1 | $2.97M | Buy |
59,090
+16,992
| +40% | +$855K | 1.13% | 31 |
|
|
2018
Q4 | $2.11M | Buy |
42,098
+36,984
| +723% | +$1.85M | 0.94% | 35 |
|
|
2018
Q3 | $256K | Buy |
+5,114
| New | +$256K | 0.1% | 100 |
|