Pillar Wealth Advisors’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
2024
Q1
Sell
-11,800
Closed -$593K 74
2023
Q4
$593K Buy
11,800
+1,423
+14% +$71.5K 0.46% 45
2023
Q3
$521K Sell
10,377
-19,582
-65% -$983K 0.45% 44
2023
Q2
$1.5M Buy
+29,959
New +$1.5M 1.25% 18