Petix & Botte Financial’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 | $1.09M | Sell |
21,593
-1,920
| -8% | -$97.3K | 0.27% | 53 |
|
|
2025
Q1 | $1.19M | Sell |
23,513
-4,734
| -17% | -$240K | 0.31% | 53 |
|
|
2024
Q4 | $1.42M | Sell |
28,247
-5,724
| -17% | -$288K | 0.37% | 49 |
|
|
2024
Q3 | $1.72M | Sell |
33,971
-250
| -0.7% | -$12.7K | 0.46% | 35 |
|
|
2024
Q2 | $1.73M | Buy |
34,221
+18,945
| +124% | +$956K | 0.49% | 34 |
|
|
2024
Q1 | $771K | Sell |
15,276
-15,275
| -50% | -$771K | 0.19% | 78 |
|
|
2023
Q4 | $1.53M | Sell |
30,551
-962
| -3% | -$48.3K | 0.45% | 34 |
|
|
2023
Q3 | $1.58M | Sell |
31,513
-4,868
| -13% | -$244K | 0.5% | 32 |
|
|
2023
Q2 | $1.82M | Buy |
36,381
+13,594
| +60% | +$682K | 0.57% | 28 |
|
|
2023
Q1 | $1.15M | Buy |
+22,787
| New | +$1.15M | 0.77% | 25 |
|
|
2022
Q3 | $1.13M | Sell |
22,594
-120
| -0.5% | -$6.02K | 0.86% | 24 |
|
|
2022
Q2 | $1.14M | Sell |
22,714
-22,959
| -50% | -$1.15M | 0.84% | 25 |
|
|
2022
Q1 | $2.3M | Buy |
45,673
+20,819
| +84% | +$1.05M | 0.71% | 28 |
|
|
2021
Q4 | $1.26M | Sell |
24,854
-30,219
| -55% | -$1.53M | 0.8% | 27 |
|
|
2021
Q3 | $2.8M | Buy |
55,073
+27,123
| +97% | +$1.38M | 0.95% | 27 |
|
|
2021
Q2 | $1.42M | Buy |
27,950
+4,625
| +20% | +$235K | 0.99% | 27 |
|
|
2021
Q1 | $1.18M | Buy |
23,325
+5,083
| +28% | +$258K | 0.87% | 29 |
|
|
2020
Q4 | $927K | Buy |
18,242
+6,558
| +56% | +$333K | 0.69% | 31 |
|
|
2020
Q3 | $595K | Buy |
11,684
+16
| +0.1% | +$815 | 0.47% | 38 |
|
|
2020
Q2 | $298K | Buy |
+11,668
| New | +$298K | 0.25% | 59 |
|