PIA
Perennial Investment 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 | $2.05M | Sell |
40,374
-550
| -1% | -$27.9K | 0.2% | 102 |
|
|
2025
Q1 | $2.07M | Sell |
40,924
-875
| -2% | -$44.3K | 0.23% | 79 |
|
|
2024
Q4 | $2.11M | Buy |
41,799
+1,565
| +4% | +$78.8K | 0.25% | 77 |
|
|
2024
Q3 | $2.04M | Sell |
40,234
-5,995
| -13% | -$304K | 0.26% | 69 |
|
|
2024
Q2 | $2.33M | Buy |
46,229
+1,779
| +4% | +$89.8K | 0.33% | 61 |
|
|
2024
Q1 | $2.24M | Sell |
44,450
-6,078
| -12% | -$307K | 0.34% | 59 |
|
|
2023
Q4 | $2.54M | Sell |
50,528
-3,169
| -6% | -$159K | 0.42% | 53 |
|
|
2023
Q3 | $2.69M | Buy |
53,697
+11,574
| +27% | +$581K | 0.49% | 50 |
|
|
2023
Q2 | $2.11M | Buy |
42,123
+16,017
| +61% | +$803K | 0.37% | 59 |
|
|
2023
Q1 | $1.31M | Buy |
26,106
+6,421
| +33% | +$323K | 0.24% | 87 |
|
|
2022
Q4 | $987K | Buy |
19,685
+3,582
| +22% | +$180K | 0.4% | 49 |
|
|
2022
Q3 | $808K | Sell |
16,103
-2,370
| -13% | -$119K | 0.37% | 55 |
|
|
2022
Q2 | $927K | Sell |
18,473
-583
| -3% | -$29.3K | 0.36% | 59 |
|
|
2022
Q1 | $958K | Sell |
19,056
-7,537
| -28% | -$379K | 0.3% | 65 |
|
|
2021
Q4 | $1.34M | Buy |
26,593
+6,198
| +30% | +$312K | 0.42% | 50 |
|
|
2021
Q3 | $1.03M | Sell |
20,395
-3,613
| -15% | -$183K | 0.37% | 62 |
|
|
2021
Q2 | $1.22M | Sell |
24,008
-11,377
| -32% | -$577K | 0.44% | 48 |
|
|
2021
Q1 | $1.8M | Sell |
35,385
-8,968
| -20% | -$455K | 0.71% | 27 |
|
|
2020
Q4 | $2.25M | Buy |
44,353
+8,054
| +22% | +$409K | 0.96% | 21 |
|
|
2020
Q3 | $1.84M | Sell |
36,299
-7,177
| -17% | -$364K | 0.92% | 23 |
|
|
2020
Q2 | $2.21M | Buy |
43,476
+15,927
| +58% | +$808K | 1.49% | 12 |
|
|
2020
Q1 | $1.37M | Sell |
27,549
-5,120
| -16% | -$254K | 1.22% | 19 |
|
|
2019
Q4 | $1.65M | Buy |
+32,669
| New | +$1.65M | 1.3% | 18 |
|