Security National Bank’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 | $4.56M | Buy |
89,922
+89,126
| +11,197% | +$4.52M | 0.79% | 37 |
|
|
2025
Q1 | $40.3K | Sell |
796
-475
| -37% | -$24K | 0.01% | 228 |
|
|
2024
Q4 | $64K | Hold |
1,271
| – | – | 0.01% | 194 |
|
|
2024
Q3 | $64.5K | Hold |
1,271
| – | – | 0.01% | 186 |
|
|
2024
Q2 | $64.1K | Sell |
1,271
-8,000
| -86% | -$404K | 0.01% | 179 |
|
|
2024
Q1 | $468K | Sell |
9,271
-582
| -6% | -$29.4K | 0.07% | 83 |
|
|
2023
Q4 | $495K | Buy |
9,853
+588
| +6% | +$29.5K | 0.11% | 81 |
|
|
2023
Q3 | $465K | Buy |
+9,265
| New | +$465K | 0.13% | 74 |
|