Secured Retirement Advisors’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
$415K Sell
8,179
-8,159
-50% -$413K 0.25% 95
2025
Q1
$827K Sell
16,338
-61,522
-79% -$3.11M 0.53% 81
2024
Q4
$3.92M Sell
77,860
-2,021
-3% -$102K 2.25% 4
2024
Q3
$4.05M Buy
79,881
+3,924
+5% +$199K 2.92% 3
2024
Q2
$3.83M Buy
75,957
+1,099
+1% +$55.5K 2.99% 3
2024
Q1
$3.78M Buy
74,858
+1,464
+2% +$73.9K 3.2% 3
2023
Q4
$3.69M Buy
+73,394
New +$3.69M 3.54% 2