Souders 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 | $19.6M | Buy |
386,692
+17,246
| +5% | +$874K | 2.49% | 11 |
|
|
2025
Q1 | $18.7M | Buy |
369,446
+29,415
| +9% | +$1.49M | 2.61% | 11 |
|
|
2024
Q4 | $17.1M | Buy |
340,031
+34,575
| +11% | +$1.74M | 2.39% | 10 |
|
|
2024
Q3 | $15.5M | Buy |
305,456
+19,500
| +7% | +$989K | 2.16% | 11 |
|
|
2024
Q2 | $14.4M | Buy |
285,956
+8,894
| +3% | +$449K | 2.18% | 11 |
|
|
2024
Q1 | $14M | Sell |
277,062
-23,975
| -8% | -$1.21M | 2.21% | 10 |
|
|
2023
Q4 | $15.1M | Buy |
301,037
+9,335
| +3% | +$469K | 2.59% | 10 |
|
|
2023
Q3 | $14.6M | Buy |
291,702
+15,506
| +6% | +$778K | 2.81% | 8 |
|
|
2023
Q2 | $13.8M | Sell |
276,196
-645
| -0.2% | -$32.3K | 2.65% | 11 |
|
|
2023
Q1 | $13.9M | Buy |
276,841
+82,010
| +42% | +$4.13M | 2.96% | 7 |
|
|
2022
Q4 | $9.77M | Sell |
194,831
-27,780
| -12% | -$1.39M | 2.23% | 9 |
|
|
2022
Q3 | $11.2M | Buy |
222,611
+19,220
| +9% | +$964K | 3.03% | 6 |
|
|
2022
Q2 | $10.2M | Buy |
203,391
+4,022
| +2% | +$201K | 2.93% | 7 |
|
|
2022
Q1 | $10M | Buy |
199,369
+9,672
| +5% | +$486K | 2.9% | 7 |
|
|
2021
Q4 | $9.58M | Buy |
189,697
+34,584
| +22% | +$1.75M | 2.75% | 7 |
|
|
2021
Q3 | $7.87M | Buy |
155,113
+3,945
| +3% | +$200K | 2.54% | 7 |
|
|
2021
Q2 | $7.67M | Buy |
151,168
+18,285
| +14% | +$928K | 2.58% | 7 |
|
|
2021
Q1 | $6.74M | Sell |
132,883
-300
| -0.2% | -$15.2K | 2.64% | 7 |
|
|
2020
Q4 | $6.76M | Buy |
133,183
+8,973
| +7% | +$456K | 2.95% | 7 |
|
|
2020
Q3 | $6.31M | Buy |
124,210
+16,390
| +15% | +$832K | 2.98% | 7 |
|
|
2020
Q2 | $5.47M | Buy |
107,820
+85,353
| +380% | +$4.33M | 3.13% | 7 |
|
|
2020
Q1 | $1.12M | Buy |
+22,467
| New | +$1.12M | 0.99% | 25 |
|