Safeguard Investment Advisory Group’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 | $2.61M | Buy |
51,518
+36,951
| +254% | +$1.87M | 0.65% | 18 |
|
2025
Q1 | $738K | Buy |
+14,567
| New | +$738K | 0.2% | 50 |
|
2024
Q3 | – | Sell |
-7,149
| Closed | -$361K | – | 124 |
|
2024
Q2 | $361K | Buy |
+7,149
| New | +$361K | 0.11% | 66 |
|
2021
Q1 | – | Sell |
-346
| Closed | -$17K | – | 412 |
|
2020
Q4 | $17K | Buy |
+346
| New | +$17K | 0.02% | 330 |
|