PWA
Physician Wealth 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 | $324K | Sell |
6,385
-1,554
| -20% | -$78.8K | 0.05% | 132 |
|
|
2025
Q1 | $402K | Buy |
7,939
+2,044
| +35% | +$103K | 0.07% | 105 |
|
|
2024
Q4 | $297K | Buy |
5,895
+16
| +0.3% | +$806 | 0.05% | 138 |
|
|
2024
Q3 | $297K | Buy |
+5,879
| New | +$297K | 0.05% | 134 |
|
|
2021
Q1 | – | Sell |
-4,992
| Closed | -$254K | – | 146 |
|
|
2020
Q4 | $254K | Buy |
+4,992
| New | +$254K | 0.09% | 117 |
|