Schwallier Wealth Management’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
Q3
$5.19M Sell
2025
Q2
$6.22M Sell
2025
Q1
$6.63M Sell
2024
Q4
$15M Sell
2024
Q3
$18.4M Buy
2024
Q2
$15.3M Buy
2024
Q1
$12.6M Buy
2023
Q4
$205K Buy