Resurgent Financial 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 | $765K | Buy |
15,090
+2,976
| +25% | +$151K | 0.42% | 65 |
|
|
2025
Q1 | $613K | Sell |
12,114
-48
| -0.4% | -$2.43K | 0.37% | 75 |
|
|
2024
Q4 | $613K | Buy |
12,162
+1,696
| +16% | +$85.4K | 0.36% | 81 |
|
|
2024
Q3 | $531K | Sell |
10,466
-700
| -6% | -$35.5K | 0.31% | 93 |
|
|
2024
Q2 | $564K | Buy |
11,166
+1,525
| +16% | +$77K | 0.35% | 82 |
|
|
2024
Q1 | $486K | Buy |
9,641
+5,647
| +141% | +$285K | 0.26% | 108 |
|
|
2023
Q4 | $201K | Buy |
3,994
+3,334
| +505% | +$167K | 0.12% | 165 |
|
|
2023
Q3 | $33.1K | Buy |
+660
| New | +$33.1K | 0.02% | 393 |
|