Redmont Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.33M	Buy	65,762 +29,273	+80%	+$1.48M	5.04%	4
2025 Q3	$1.85M	Buy	36,489 +23,734	+186%	+$1.2M	2.58%	8
2025 Q2	$646K	Buy	12,755 +5,168	+68%	+$261K	0.95%	30
2025 Q1	$384K	Buy	7,587 +2,348	+45%	+$119K	0.75%	34
2024 Q4	$264K	Sell	5,239 -10,721	-67%	-$541K	0.46%	57
2024 Q3	$810K	Buy	15,960 +10,381	+186%	+$525K	1.25%	16
2024 Q2	$282K	Buy	5,579 +2,579	+86%	+$130K	0.44%	62
2024 Q1	$151K	Sell	3,000 -19,363	-87%	-$975K	0.21%	68
2023 Q4	$1.12M	Buy	22,363 +493	+2%	+$24.7K	1.64%	13
2023 Q3	$1.1M	Buy	21,870 +5,981	+38%	+$300K	1.93%	12
2023 Q2	$797K	Sell	15,889 -29,841	-65%	-$1.5M	1.37%	18
2023 Q1	$2.3M	Buy	+45,730	New	+$2.3M	4.65%	6