SIG
Spinnaker Investment Group’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,849
| Closed | -$297K | – | 95 |
|
|
2024
Q3 | $297K | Buy |
+5,849
| New | +$297K | 0.07% | 73 |
|
|
2023
Q2 | – | Sell |
-7,134
| Closed | -$359K | – | 85 |
|
|
2023
Q1 | $359K | Buy |
7,134
+1,081
| +18% | +$54.4K | 0.13% | 62 |
|
|
2022
Q4 | $303K | Buy |
6,053
+1,246
| +26% | +$62.5K | 0.11% | 69 |
|
|
2022
Q3 | $241K | Buy |
+4,807
| New | +$241K | 0.09% | 72 |
|
|
2022
Q2 | – | Sell |
-6,434
| Closed | -$323K | – | 82 |
|
|
2022
Q1 | $323K | Buy |
6,434
+154
| +2% | +$7.73K | 0.11% | 65 |
|
|
2021
Q4 | $317K | Buy |
+6,280
| New | +$317K | 0.11% | 67 |
|