SFA
Source Financial Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,685
| Closed | -$236K | – | 122 |
|
|
2024
Q2 | $236K | Sell |
4,685
-5,133
| -52% | -$259K | 0.07% | 103 |
|
|
2024
Q1 | $495K | Buy |
+9,818
| New | +$495K | 0.15% | 72 |
|
|
2023
Q4 | – | Sell |
-4,044
| Closed | -$203K | – | 123 |
|
|
2023
Q3 | $203K | Buy |
+4,044
| New | +$203K | 0.07% | 119 |
|