Sowa Financial Group’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 | $784K | Buy |
+15,473
| New | +$784K | 0.49% | 19 |
|
|
2024
Q4 | – | Sell |
-10,563
| Closed | -$536K | – | 33 |
|
|
2024
Q3 | $536K | Sell |
10,563
-273
| -3% | -$13.9K | 0.34% | 29 |
|
|
2024
Q2 | $547K | Sell |
10,836
-5,840
| -35% | -$295K | 0.41% | 27 |
|
|
2024
Q1 | $838K | Hold |
16,676
| – | – | 0.68% | 23 |
|
|
2023
Q4 | $838K | Sell |
16,676
-3,013
| -15% | -$151K | 0.68% | 23 |
|
|
2023
Q3 | $988K | Sell |
19,689
-4,711
| -19% | -$236K | 0.74% | 26 |
|
|
2023
Q2 | $1.22M | Buy |
+24,400
| New | +$1.22M | 0.84% | 25 |
|
|
2021
Q1 | – | Sell |
-1,911
| Closed | -$97K | – | 150 |
|
|
2020
Q4 | $97K | Hold |
1,911
| – | – | 0.07% | 96 |
|
|
2020
Q3 | $97K | Hold |
1,911
| – | – | 0.07% | 89 |
|
|
2020
Q2 | $97K | Sell |
1,911
-269
| -12% | -$13.7K | 0.07% | 81 |
|
|
2020
Q1 | $108K | Sell |
2,180
-478
| -18% | -$23.7K | 0.1% | 73 |
|
|
2019
Q4 | $134K | Buy |
+2,658
| New | +$134K | 0.11% | 73 |
|