Simplicity Wealth’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 | – | Sell |
-9,505
| Closed | -$481K | – | 631 |
|
|
2025
Q1 | $481K | Buy |
+9,505
| New | +$481K | 0.04% | 349 |
|
|
2024
Q3 | – | Sell |
-10,103
| Closed | -$510K | – | 858 |
|
|
2024
Q2 | $510K | Buy |
10,103
+3,821
| +61% | +$193K | 0.01% | 753 |
|
|
2024
Q1 | $317K | Buy |
+6,282
| New | +$317K | 0.01% | 895 |
|
|
2022
Q4 | – | Sell |
-33,927
| Closed | -$1.7M | – | 71 |
|
|
2022
Q3 | $1.7M | Sell |
33,927
-481
| -1% | -$24.1K | 2.29% | 15 |
|
|
2022
Q2 | $1.72M | Buy |
34,408
+24,032
| +232% | +$1.2M | 2.51% | 14 |
|
|
2022
Q1 | $522K | Sell |
10,376
-116
| -1% | -$5.84K | 0.51% | 46 |
|
|
2021
Q4 | $530K | Buy |
+10,492
| New | +$530K | 0.29% | 47 |
|