RDFA
Ritter Daniher Financial Advisory’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15
| Closed | -$756 | – | 321 |
|
|
2024
Q4 | $756 | Hold |
15
| – | – | ﹤0.01% | 300 |
|
|
2024
Q3 | $762 | Buy |
+15
| New | +$762 | ﹤0.01% | 304 |
|
|
2024
Q1 | – | Sell |
-2,335
| Closed | -$117K | – | 321 |
|
|
2023
Q4 | $117K | Sell |
2,335
-408
| -15% | -$20.5K | 0.04% | 107 |
|
|
2023
Q3 | $138K | Sell |
2,743
-97
| -3% | -$4.87K | 0.06% | 86 |
|
|
2023
Q2 | $142K | Sell |
2,840
-1,175
| -29% | -$58.9K | 0.06% | 80 |
|
|
2023
Q1 | $202K | Sell |
4,015
-9,652
| -71% | -$486K | 0.09% | 68 |
|
|
2022
Q4 | $685K | Sell |
13,667
-6,165
| -31% | -$309K | 0.33% | 34 |
|
|
2022
Q3 | $995K | Buy |
19,832
+18,485
| +1,372% | +$927K | 0.71% | 18 |
|
|
2022
Q2 | $67K | Buy |
1,347
+1,129
| +518% | +$56.2K | 0.05% | 101 |
|
|
2022
Q1 | $11K | Buy |
+218
| New | +$11K | 0.01% | 166 |
|