PDS Planning’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 | $1.61M | Buy |
31,814
+3,709
| +13% | +$188K | 0.12% | 80 |
|
|
2025
Q1 | $1.42M | Sell |
28,105
-4,015
| -13% | -$203K | 0.12% | 81 |
|
|
2024
Q4 | $1.62M | Buy |
32,120
+8,267
| +35% | +$416K | 0.14% | 70 |
|
|
2024
Q3 | $1.21M | Buy |
23,853
+3,149
| +15% | +$160K | 0.11% | 83 |
|
|
2024
Q2 | $1.04M | Sell |
20,704
-1,772
| -8% | -$89.4K | 0.11% | 81 |
|
|
2024
Q1 | $1.13M | Sell |
22,476
-1,837
| -8% | -$92.7K | 0.12% | 76 |
|
|
2023
Q4 | $1.22M | Sell |
24,313
-51,788
| -68% | -$2.6M | 0.14% | 68 |
|
|
2023
Q3 | $3.82M | Sell |
76,101
-105
| -0.1% | -$5.27K | 0.49% | 36 |
|
|
2023
Q2 | $3.82M | Sell |
76,206
-2,013
| -3% | -$101K | 0.49% | 36 |
|
|
2023
Q1 | $3.94M | Sell |
78,219
-727
| -0.9% | -$36.6K | 0.54% | 33 |
|
|
2022
Q4 | $3.96M | Buy |
78,946
+29,218
| +59% | +$1.46M | 0.63% | 33 |
|
|
2022
Q3 | $2.49M | Sell |
49,728
-1,486
| -3% | -$74.5K | 0.45% | 37 |
|
|
2022
Q2 | $2.57M | Buy |
51,214
+28,498
| +125% | +$1.43M | 0.46% | 38 |
|
|
2022
Q1 | $1.14M | Buy |
+22,716
| New | +$1.14M | 0.2% | 52 |
|