SSWM
Sheets Smith Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
50,387
+2,255
| +5% | +$114K | 0.3% | 77 |
|
|
2025
Q1 | $2.44M | Buy |
48,132
+5,631
| +13% | +$285K | 0.3% | 77 |
|
|
2024
Q4 | $2.14M | Buy |
42,501
+1,334
| +3% | +$67.2K | 0.26% | 95 |
|
|
2024
Q3 | $2.09M | Sell |
41,167
-5,546
| -12% | -$281K | 0.26% | 94 |
|
|
2024
Q2 | $2.36M | Sell |
46,713
-756
| -2% | -$38.2K | 0.28% | 88 |
|
|
2024
Q1 | $2.39M | Sell |
47,469
-1,180
| -2% | -$59.5K | 0.27% | 88 |
|
|
2023
Q4 | $2.44M | Sell |
48,649
-235
| -0.5% | -$11.8K | 0.35% | 74 |
|
|
2023
Q3 | $2.45M | Sell |
48,884
-8,381
| -15% | -$421K | 0.37% | 70 |
|
|
2023
Q2 | $2.87M | Sell |
57,265
-183
| -0.3% | -$9.18K | 0.42% | 60 |
|
|
2023
Q1 | $2.89M | Buy |
57,448
+11,156
| +24% | +$561K | 0.44% | 55 |
|
|
2022
Q4 | $2.32M | Buy |
46,292
+8,168
| +21% | +$409K | 0.36% | 70 |
|
|
2022
Q3 | $1.91M | Buy |
38,124
+1,526
| +4% | +$76.5K | 0.32% | 77 |
|
|
2022
Q2 | $1.83M | Buy |
36,598
+2,485
| +7% | +$124K | 0.3% | 81 |
|
|
2022
Q1 | $1.72M | Sell |
34,113
-902
| -3% | -$45.3K | 0.24% | 96 |
|
|
2021
Q4 | $1.77M | Sell |
35,015
-5,018
| -13% | -$253K | 0.22% | 106 |
|
|
2021
Q3 | $2.03M | Buy |
40,033
+5,477
| +16% | +$278K | 0.28% | 92 |
|
|
2021
Q2 | $1.75M | Sell |
34,556
-1,713
| -5% | -$86.9K | 0.24% | 105 |
|
|
2021
Q1 | $1.84M | Buy |
36,269
+2,118
| +6% | +$108K | 0.27% | 95 |
|
|
2020
Q4 | $1.74M | Buy |
34,151
+3,960
| +13% | +$201K | 0.26% | 97 |
|
|
2020
Q3 | $1.53M | Buy |
30,191
+5,901
| +24% | +$300K | 0.27% | 90 |
|
|
2020
Q2 | $1.23M | Buy |
24,290
+9,030
| +59% | +$458K | 0.25% | 94 |
|
|
2020
Q1 | $758K | Buy |
15,260
+780
| +5% | +$38.7K | 0.16% | 129 |
|
|
2019
Q4 | $730K | Sell |
14,480
-670
| -4% | -$33.8K | 0.14% | 155 |
|
|
2019
Q3 | $764K | Buy |
15,150
+7,200
| +91% | +$363K | 0.16% | 144 |
|
|
2019
Q2 | $401K | Hold |
7,950
| – | – | 0.08% | 235 |
|
|
2019
Q1 | $400K | Buy |
7,950
+650
| +9% | +$32.7K | 0.09% | 231 |
|
|
2018
Q4 | $366K | Hold |
7,300
| – | – | 0.1% | 198 |
|
|
2018
Q3 | $366K | Buy |
+7,300
| New | +$366K | 0.08% | 267 |
|