Philip James Wealth Mangement’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 | $11.4M | Buy |
224,432
+4,329
| +2% | +$219K | 1.45% | 13 |
|
|
2025
Q1 | $11.1M | Sell |
220,103
-14,599
| -6% | -$739K | 1.36% | 14 |
|
|
2024
Q4 | $11.8M | Sell |
234,702
-6,905
| -3% | -$348K | 1.53% | 12 |
|
|
2024
Q3 | $12.3M | Buy |
241,607
+1,132
| +0.5% | +$57.4K | 1.51% | 13 |
|
|
2024
Q2 | $12.1M | Sell |
240,475
-74,268
| -24% | -$3.75M | 8.08% | 3 |
|
|
2024
Q1 | $15.9M | Sell |
314,743
-3,969
| -1% | -$200K | 11.25% | 1 |
|
|
2023
Q4 | $16M | Buy |
+318,712
| New | +$16M | 12.4% | 1 |
|