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 |
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|
2025
Q1 | $23M | Sell |
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|
2024
Q4 | $39.2M | Buy |
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|
2024
Q3 | $29.6M | Buy |
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|
2024
Q2 | $2.19M | Buy |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $2.14M | Buy |
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|
2023
Q2 | $2.12M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $319K | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $15K | Hold |
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|
2021
Q1 | $15K | Hold |
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|
2020
Q4 | $15K | Buy |
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