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 |
|