Phoenix Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23.4M Buy
2025
Q1
$23M Sell
2024
Q4
$39.2M Buy
2024
Q3
$29.6M Buy
2024
Q2
$2.19M Buy
2024
Q1
$2.11M Sell
2023
Q4
$2.14M Sell
2023
Q3
$2.14M Buy
2023
Q2
$2.12M Buy
2023
Q1
Sell
2022
Q4
$319K Sell
2022
Q3
$502K Buy
2021
Q3
Sell
2021
Q2
$15K Hold
2021
Q1
$15K Hold
2020
Q4
$15K Buy