Plan Group Financial’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
2025
Q2
$221K Hold
4,351
0.07% 147
2025
Q1
$220K Buy
4,351
+133
+3% +$6.73K 0.08% 136
2024
Q4
$212K Buy
4,218
+1
+0% +$50 0.11% 105
2024
Q3
$214K Sell
4,217
-12
-0.3% -$609 0.11% 105
2024
Q2
$213K Sell
4,229
-135
-3% -$6.81K 0.13% 84
2024
Q1
$220K Sell
4,364
-1,920
-31% -$96.9K 0.14% 88
2023
Q4
$316K Sell
6,284
-931
-13% -$46.8K 0.28% 49
2023
Q3
$362K Sell
7,215
-8,310
-54% -$417K 0.26% 44
2023
Q2
$778K Buy
+15,525
New +$778K 0.65% 29
2022
Q2
$299K Buy
+5,983
New +$299K 0.51% 42