Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06K | Buy |
+21
| New | +$1.06K | ﹤0.01% | 694 |
|
|
2025
Q1 | – | Sell |
-89
| Closed | -$4.48K | – | 893 |
|
|
2024
Q4 | $4.48K | Hold |
89
| – | – | ﹤0.01% | 702 |
|
|
2024
Q3 | $4.52K | Buy |
+89
| New | +$4.52K | ﹤0.01% | 694 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$5K | – | 973 |
|
|
2022
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 713 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$50K | – | 917 |
|
|
2021
Q4 | $50K | Buy |
1,000
+950
| +1,900% | +$47.5K | 0.01% | 364 |
|
|
2021
Q3 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 838 |
|
|
2019
Q3 | – | Sell |
-39
| Closed | -$2K | – | 881 |
|
|
2019
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 729 |
|
|
2018
Q4 | – | Sell |
-956
| Closed | -$48K | – | 927 |
|
|
2018
Q3 | $48K | Buy |
+956
| New | +$48K | 0.02% | 298 |
|