RG
Retirement Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $153K | Hold |
3,027
| – | – | 0.05% | 134 |
|
|
2023
Q4 | $152K | Buy |
3,027
+1,994
| +193% | +$100K | 0.06% | 123 |
|
|
2023
Q3 | $51.8K | Sell |
1,033
-60
| -5% | -$3.01K | 0.02% | 199 |
|
|
2023
Q2 | $54.8K | Buy |
1,093
+574
| +111% | +$28.8K | 0.02% | 189 |
|
|
2023
Q1 | $26K | Hold |
519
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $26K | Hold |
519
| – | – | 0.01% | 240 |
|
|
2022
Q3 | $26K | Hold |
519
| – | – | 0.02% | 159 |
|
|
2022
Q2 | $26K | Hold |
519
| – | – | 0.01% | 278 |
|
|
2022
Q1 | $26K | Hold |
519
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $26K | Sell |
519
-65
| -11% | -$3.26K | 0.01% | 294 |
|
|
2021
Q3 | $30K | Hold |
584
| – | – | 0.01% | 268 |
|
|
2021
Q2 | $30K | Hold |
584
| – | – | 0.01% | 276 |
|
|
2021
Q1 | $30K | Hold |
584
| – | – | 0.01% | 329 |
|
|
2020
Q4 | $29K | Hold |
584
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $30K | Buy |
584
+65
| +13% | +$3.34K | 0.02% | 287 |
|
|
2020
Q2 | $26K | Buy |
+519
| New | +$26K | 0.02% | 294 |
|