Planned Solutions’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
Q4 | – | Sell |
-2,260
| Closed | -$115K | – | 389 |
|
2024
Q3 | $115K | Buy |
+2,260
| New | +$115K | 0.05% | 182 |
|
2024
Q2 | – | Sell |
-4,025
| Closed | -$203K | – | 105 |
|
2024
Q1 | $203K | Hold |
4,025
| – | – | 0.1% | 99 |
|
2023
Q4 | $202K | Sell |
4,025
-40
| -1% | -$2.01K | 0.09% | 83 |
|
2023
Q3 | $204K | Hold |
4,065
| – | – | 0.12% | 76 |
|
2023
Q2 | $204K | Buy |
+4,065
| New | +$204K | 0.12% | 77 |
|