RSWM
Robertson Stephens Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
13,984
+441
| +3% | +$22.4K | 0.02% | 309 |
|
|
2025
Q1 | $686K | Buy |
13,543
+4,549
| +51% | +$230K | 0.02% | 311 |
|
|
2024
Q4 | $455K | Sell |
8,994
-62
| -0.7% | -$3.14K | 0.02% | 371 |
|
|
2024
Q3 | $460K | Sell |
9,056
-520
| -5% | -$26.4K | 0.02% | 432 |
|
|
2024
Q2 | $483K | Hold |
9,576
| – | – | 0.02% | 336 |
|
|
2024
Q1 | $483K | Buy |
9,576
+3,905
| +69% | +$197K | 0.03% | 345 |
|
|
2023
Q4 | $286K | Buy |
5,671
+500
| +10% | +$25.2K | 0.02% | 387 |
|
|
2023
Q3 | $259K | Buy |
+5,171
| New | +$259K | 0.02% | 395 |
|
|
2023
Q1 | – | Sell |
-5,598
| Closed | -$281K | – | 451 |
|
|
2022
Q4 | $281K | Buy |
+5,598
| New | +$281K | 0.03% | 340 |
|