Pinnacle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-98,095
| Closed | -$4.92M | – | 48 |
|
|
2023
Q2 | $4.92M | Buy |
+98,095
| New | +$4.92M | 4.96% | 3 |
|
|
2022
Q4 | $6.41M | Buy |
127,914
+35,604
| +39% | +$1.78M | 7.72% | 2 |
|
|
2022
Q3 | $4.63M | Buy |
92,310
+4,887
| +6% | +$245K | 5.62% | 3 |
|
|
2022
Q2 | $4.38M | Sell |
87,423
-65,444
| -43% | -$3.28M | 6.16% | 2 |
|
|
2022
Q1 | $7.69M | Buy |
152,867
+29,623
| +24% | +$1.49M | 8.98% | 1 |
|
|
2021
Q4 | $6.22M | Buy |
+123,244
| New | +$6.22M | 5.32% | 4 |
|