Sequoia Financial 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 | $4.9M | Buy |
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|
2025
Q2 | $3.7M | Sell |
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|
2025
Q1 | $5.87M | Buy |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.76M | Sell |
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|
2023
Q3 | $3.54M | Sell |
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|
2023
Q2 | $4.39M | Sell |
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|
2023
Q1 | $18.6M | Sell |
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|
2022
Q4 | $20.3M | Buy |
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|
2022
Q3 | $19M | Sell |
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|
2022
Q2 | $21.7M | Sell |
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|
2022
Q1 | $60.9M | Buy |
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|
2021
Q4 | $41.6M | Buy |
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|
2021
Q3 | $13.8M | Sell |
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|
2021
Q2 | $37.6M | Buy |
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