Roberts Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$23M Buy
2025
Q1
$20.9M Sell
2024
Q4
$21.1M Buy
2024
Q3
$17.2M Buy
2024
Q2
$16.5M Sell
2024
Q1
$16.8M Sell
2023
Q4
$50.7M Buy
2023
Q3
$16.5M Sell
2023
Q2
$16.9M Sell
2023
Q1
$17M Sell
2022
Q4
$17.2M Buy
2022
Q3
$15.5M Buy
2022
Q2
$15.4M Sell
2022
Q1
$15.9M Sell
2021
Q4
$16.5M Sell
2021
Q3
$16.6M Buy