Redmont Wealth 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
Q1 | $384K | Buy |
7,587
+2,348
| +45% | +$119K | 0.75% | 34 |
|
|
2024
Q4 | $264K | Sell |
5,239
-10,721
| -67% | -$540K | 0.46% | 57 |
|
|
2024
Q3 | $810K | Buy |
15,960
+10,381
| +186% | +$527K | 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% | -$977K | 0.21% | 68 |
|
|
2023
Q4 | $1.12M | Buy |
22,363
+493
| +2% | +$24.8K | 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 |
|