Semus Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,603
| Closed | -$283K | – | 122 |
|
|
2024
Q1 | $283K | Sell |
5,603
-1,184
| -17% | -$59.7K | 0.24% | 93 |
|
|
2023
Q4 | $341K | Sell |
6,787
-1,129
| -14% | -$56.7K | 0.28% | 78 |
|
|
2023
Q3 | $397K | Sell |
7,916
-1,861
| -19% | -$93.4K | 0.37% | 62 |
|
|
2023
Q2 | $490K | Sell |
9,777
-4,956
| -34% | -$248K | 0.45% | 56 |
|
|
2023
Q1 | $741K | Sell |
14,733
-385
| -3% | -$19.4K | 0.8% | 25 |
|
|
2022
Q4 | $758K | Buy |
+15,118
| New | +$758K | 0.92% | 23 |
|