Sequoia Financial 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 | $3.7M | Sell |
72,999
-42,867
| -37% | -$2.17M | 0.03% | 338 |
|
|
2025
Q1 | $5.87M | Buy |
115,866
+81,826
| +240% | +$4.14M | 0.05% | 246 |
|
|
2024
Q4 | $1.71M | Buy |
34,040
+4,071
| +14% | +$205K | 0.02% | 445 |
|
|
2024
Q3 | $1.52M | Sell |
29,969
-4,057
| -12% | -$206K | 0.02% | 439 |
|
|
2024
Q2 | $1.72M | Sell |
34,026
-16,847
| -33% | -$850K | 0.02% | 364 |
|
|
2024
Q1 | $2.57M | Sell |
50,873
-4,154
| -8% | -$210K | 0.03% | 287 |
|
|
2023
Q4 | $2.76M | Sell |
55,027
-15,591
| -22% | -$783K | 0.03% | 293 |
|
|
2023
Q3 | $3.54M | Sell |
70,618
-16,944
| -19% | -$850K | 0.06% | 179 |
|
|
2023
Q2 | $4.39M | Sell |
87,562
-281,910
| -76% | -$14.1M | 0.08% | 167 |
|
|
2023
Q1 | $18.6M | Sell |
369,472
-34,959
| -9% | -$1.76M | 0.41% | 42 |
|
|
2022
Q4 | $20.3M | Buy |
404,431
+26,126
| +7% | +$1.31M | 0.5% | 36 |
|
|
2022
Q3 | $19M | Sell |
378,305
-54,018
| -12% | -$2.71M | 0.6% | 30 |
|
|
2022
Q2 | $21.7M | Sell |
432,323
-779,433
| -64% | -$39M | 0.61% | 28 |
|
|
2022
Q1 | $60.9M | Buy |
1,211,756
+387,901
| +47% | +$19.5M | 1.52% | 15 |
|
|
2021
Q4 | $41.6M | Buy |
823,855
+551,200
| +202% | +$27.8M | 1.13% | 18 |
|
|
2021
Q3 | $13.8M | Sell |
272,655
-468,871
| -63% | -$23.8M | 1.41% | 16 |
|
|
2021
Q2 | $37.6M | Buy |
+741,526
| New | +$37.6M | 1.37% | 15 |
|