Regal Investment 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
Q2 | $822K | Sell |
16,224
-2,267
| -12% | -$115K | 0.06% | 265 |
|
|
2025
Q1 | $936K | Buy |
18,491
+3,107
| +20% | +$157K | 0.08% | 230 |
|
|
2024
Q4 | $775K | Buy |
15,384
+1,474
| +11% | +$74.2K | 0.06% | 262 |
|
|
2024
Q3 | $706K | Buy |
13,910
+1,716
| +14% | +$87.1K | 0.05% | 293 |
|
|
2024
Q2 | $615K | Sell |
12,194
-680
| -5% | -$34.3K | 0.04% | 317 |
|
|
2024
Q1 | $650K | Sell |
12,874
-557
| -4% | -$28.1K | 0.04% | 310 |
|
|
2023
Q4 | $675K | Buy |
13,431
+1,338
| +11% | +$67.2K | 0.05% | 282 |
|
|
2023
Q3 | $607K | Buy |
12,093
+2,510
| +26% | +$126K | 0.05% | 263 |
|
|
2023
Q2 | $480K | Buy |
9,583
+742
| +8% | +$37.2K | 0.04% | 302 |
|
|
2023
Q1 | $445K | Buy |
8,841
+1,102
| +14% | +$55.5K | 0.04% | 304 |
|
|
2022
Q4 | $388K | Buy |
+7,739
| New | +$388K | 0.04% | 328 |
|