Prosperity Wealth Management’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
-5,754
Closed -$292K 215
2024
Q3
$292K Sell
5,754
-4,702
-45% -$239K 0.12% 136
2024
Q2
$528K Sell
10,456
-10,030
-49% -$506K 0.26% 82
2024
Q1
$1.03M Sell
20,486
-4,969
-20% -$251K 0.49% 36
2023
Q4
$1.28M Sell
25,455
-23,385
-48% -$1.17M 0.83% 22
2023
Q3
$2.45M Sell
48,840
-3,742
-7% -$188K 1.58% 12
2023
Q2
$2.64M Sell
52,582
-15,209
-22% -$763K 1.71% 9
2023
Q1
$3.41M Buy
67,791
+50,424
+290% +$2.54M 2.7% 9
2022
Q4
$871K Buy
+17,367
New +$871K 0.82% 28