Schwallier Wealth Management’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 | $6.22M | Sell |
122,821
-8,086
| -6% | -$410K | 3.8% | 9 |
|
|
2025
Q1 | $6.63M | Sell |
130,907
-166,530
| -56% | -$8.43M | 4.89% | 6 |
|
|
2024
Q4 | $15M | Sell |
297,437
-65,006
| -18% | -$3.27M | 11.4% | 2 |
|
|
2024
Q3 | $18.4M | Buy |
362,443
+58,496
| +19% | +$2.97M | 13.16% | 2 |
|
|
2024
Q2 | $15.3M | Buy |
303,947
+54,977
| +22% | +$2.77M | 12.47% | 2 |
|
|
2024
Q1 | $12.6M | Buy |
248,970
+244,896
| +6,011% | +$12.4M | 10.12% | 2 |
|
|
2023
Q4 | $205K | Buy |
+4,074
| New | +$205K | 0.17% | 33 |
|