PFA
Plotkin Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
104,738
+14,939
| +17% | +$757K | 2.93% | 12 |
|
|
2025
Q1 | $4.55M | Buy |
89,799
+7,735
| +9% | +$392K | 2.8% | 12 |
|
|
2024
Q4 | $4.13M | Sell |
82,064
-2,284
| -3% | -$115K | 2.45% | 13 |
|
|
2024
Q3 | $4.28M | Buy |
84,348
+36,236
| +75% | +$1.84M | 2.56% | 13 |
|
|
2024
Q2 | $2.43M | Buy |
48,112
+3,457
| +8% | +$174K | 1.56% | 19 |
|
|
2024
Q1 | $2.25M | Buy |
44,655
+38,517
| +628% | +$1.94M | 1.49% | 18 |
|
|
2023
Q4 | $308K | Buy |
6,138
+414
| +7% | +$20.8K | 0.23% | 62 |
|
|
2023
Q3 | $287K | Sell |
5,724
-40
| -0.7% | -$2.01K | 0.25% | 59 |
|
|
2023
Q2 | $289K | Sell |
5,764
-231
| -4% | -$11.6K | 0.24% | 62 |
|
|
2023
Q1 | $302K | Hold |
5,995
| – | – | 0.28% | 55 |
|
|
2022
Q4 | $301K | Sell |
5,995
-4
| -0.1% | -$201 | 0.31% | 50 |
|
|
2022
Q3 | $301K | Sell |
5,999
-480
| -7% | -$24.1K | 0.3% | 52 |
|
|
2022
Q2 | $325K | Sell |
6,479
-1,561
| -19% | -$78.2K | 0.31% | 50 |
|
|
2022
Q1 | $404K | Buy |
8,040
+1,444
| +22% | +$72.6K | 0.28% | 51 |
|
|
2021
Q4 | $333K | Buy |
+6,596
| New | +$333K | 0.21% | 62 |
|
|
2020
Q4 | – | Sell |
-10,455
| Closed | -$531K | – | 73 |
|
|
2020
Q3 | $531K | Buy |
+10,455
| New | +$531K | 0.58% | 33 |
|