SOA Wealth Advisors’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 | $102K | Buy |
2,013
+5
| +0.2% | +$253 | 0.02% | 278 |
|
|
2025
Q1 | $102K | Hold |
2,008
| – | – | 0.02% | 259 |
|
|
2024
Q4 | $101K | Sell |
2,008
-63
| -3% | -$3.17K | 0.02% | 254 |
|
|
2024
Q3 | $105K | Hold |
2,071
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $105K | Sell |
2,071
-59
| -3% | -$2.98K | 0.02% | 245 |
|
|
2024
Q1 | $107K | Hold |
2,130
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $107K | Buy |
2,130
+1,187
| +126% | +$59.6K | 0.02% | 229 |
|
|
2023
Q3 | $47.3K | Hold |
943
| – | – | 0.01% | 288 |
|
|
2023
Q2 | $47.3K | Hold |
943
| – | – | 0.01% | 299 |
|
|
2023
Q1 | $47.5K | Hold |
943
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $47.3K | Hold |
943
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $47K | Hold |
943
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $47K | Hold |
943
| – | – | 0.01% | 273 |
|
|
2022
Q1 | $47K | Hold |
943
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $47K | Hold |
943
| – | – | 0.01% | 301 |
|
|
2021
Q3 | $47K | Hold |
943
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $47K | Hold |
943
| – | – | 0.01% | 313 |
|
|
2021
Q1 | $47K | Hold |
943
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $47K | Buy |
+943
| New | +$47K | 0.01% | 272 |
|