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