Stone Summit Wealth’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 | $3.44M | Buy |
67,801
+24,565
| +57% | +$1.24M | 1.06% | 33 |
|
|
2025
Q1 | $2.19M | Buy |
43,236
+10,713
| +33% | +$542K | 0.74% | 48 |
|
|
2024
Q4 | $1.64M | Buy |
32,523
+6,267
| +24% | +$316K | 0.55% | 57 |
|
|
2024
Q3 | $1.33M | Buy |
26,256
+7,347
| +39% | +$373K | 0.43% | 66 |
|
|
2024
Q2 | $954K | Sell |
18,909
-1,730
| -8% | -$87.3K | 0.34% | 69 |
|
|
2024
Q1 | $1.04M | Sell |
20,639
-13,948
| -40% | -$704K | 0.36% | 72 |
|
|
2023
Q4 | $1.74M | Sell |
34,587
-1,400
| -4% | -$70.3K | 0.67% | 52 |
|
|
2023
Q3 | $1.81M | Sell |
35,987
-10,450
| -23% | -$524K | 0.77% | 45 |
|
|
2023
Q2 | $2.33M | Sell |
46,437
-10,130
| -18% | -$508K | 0.96% | 38 |
|
|
2023
Q1 | $2.85M | Sell |
56,567
-1,172
| -2% | -$59K | 1.27% | 22 |
|
|
2022
Q4 | $2.89M | Buy |
57,739
+28,197
| +95% | +$1.41M | 1.42% | 17 |
|
|
2022
Q3 | $1.48M | Sell |
29,542
-2,035
| -6% | -$102K | 0.91% | 40 |
|
|
2022
Q2 | $1.58M | Buy |
31,577
+6,387
| +25% | +$320K | 0.94% | 37 |
|
|
2022
Q1 | $1.26M | Buy |
25,190
+1,585
| +7% | +$79.5K | 0.71% | 46 |
|
|
2021
Q4 | $1.19M | Buy |
+23,605
| New | +$1.19M | 0.96% | 40 |
|