StoneCrest Wealth Management’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 | $2.22M | Buy |
43,889
+7,997
| +22% | +$405K | 1.06% | 34 |
|
|
2025
Q1 | $1.82M | Sell |
35,892
-188
| -0.5% | -$9.52K | 1.15% | 31 |
|
|
2024
Q4 | $1.82M | Buy |
36,080
+7,026
| +24% | +$354K | 1.19% | 28 |
|
|
2024
Q3 | $1.47M | Buy |
29,054
+17,781
| +158% | +$902K | 1.07% | 29 |
|
|
2024
Q2 | $569K | Sell |
11,273
-3,102
| -22% | -$157K | 0.43% | 39 |
|
|
2024
Q1 | $725K | Buy |
14,375
+432
| +3% | +$21.8K | 0.63% | 34 |
|
|
2023
Q4 | $700K | Buy |
+13,943
| New | +$700K | 0.67% | 32 |
|