Schwarz Dygos Wheeler Investment Advisors’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 | $2.79M | Buy |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.42M | Buy |
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $2.6M | Buy |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.81M | Sell |
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|
2023
Q2 | $2.97M | Buy |
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|
2023
Q1 | $2.7M | Sell |
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|
2022
Q4 | $2.96M | Sell |
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|
2022
Q3 | $4.12M | Sell |
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|
2022
Q2 | $5.48M | Buy |
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|
2022
Q1 | $4.08M | Sell |
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|
2021
Q4 | $4.21M | Sell |
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|
2021
Q3 | $4.36M | Sell |
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|
2021
Q2 | $4.71M | Buy |
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|
2021
Q1 | $4.62M | Sell |
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|
2020
Q4 | $4.73M | Buy |
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|
2020
Q3 | $4.27M | Buy |
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|
2020
Q2 | $3.7M | Buy |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $3.89M | Buy |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $393K | Hold |
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|
2019
Q1 | $392K | Hold |
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|
2018
Q4 | $391K | Buy |
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