SAG
SageView Advisory 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
Q3 | – | Hold |
0
| – | – | – | 540 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 146 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 656 |
|
|
2023
Q4 | – | Sell |
-20,450
| Closed | -$1.03M | – | 115 |
|
|
2023
Q3 | $1.03M | Buy |
20,450
+8,941
| +78% | +$449K | 0.06% | 208 |
|
|
2023
Q2 | $577K | Buy |
11,509
+7,128
| +163% | +$357K | 0.03% | 324 |
|
|
2023
Q1 | $220K | Buy |
+4,381
| New | +$220K | 0.01% | 436 |
|