Signature Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,880
| Closed | -$246K | – | 102 |
|
|
2023
Q1 | $246K | Hold |
4,880
| – | – | 0.23% | 83 |
|
|
2022
Q4 | $245K | Sell |
4,880
-6,309
| -56% | -$316K | 0.24% | 84 |
|
|
2022
Q3 | $561K | Sell |
11,189
-1,981
| -15% | -$99.3K | 0.62% | 45 |
|
|
2022
Q2 | $660K | Sell |
13,170
-6,154
| -32% | -$308K | 0.68% | 41 |
|
|
2022
Q1 | $971K | Buy |
19,324
+11,945
| +162% | +$600K | 0.83% | 32 |
|
|
2021
Q4 | $372K | Sell |
7,379
-700
| -9% | -$35.3K | 0.32% | 70 |
|
|
2021
Q3 | $410K | Sell |
8,079
-1,169
| -13% | -$59.3K | 0.37% | 64 |
|
|
2021
Q2 | $469K | Sell |
9,248
-1,836
| -17% | -$93.1K | 0.43% | 58 |
|
|
2021
Q1 | $563K | Sell |
11,084
-19,259
| -63% | -$978K | 0.54% | 54 |
|
|
2020
Q4 | $1.54M | Buy |
+30,343
| New | +$1.54M | 1.54% | 17 |
|