SFWC
Strategic Family Wealth Counselors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
85,866
-3,610
| -4% | -$183K | 1.24% | 26 |
|
|
2025
Q1 | $4.53M | Buy |
89,476
+2,018
| +2% | +$102K | 1.47% | 23 |
|
|
2024
Q4 | $4.41M | Buy |
87,458
+10,383
| +13% | +$523K | 1.43% | 25 |
|
|
2024
Q3 | $3.91M | Buy |
77,075
+3,180
| +4% | +$161K | 1.37% | 25 |
|
|
2024
Q2 | $3.73M | Buy |
73,895
+5,681
| +8% | +$287K | 1.42% | 23 |
|
|
2024
Q1 | $3.44M | Buy |
68,214
+3,992
| +6% | +$201K | 1.36% | 24 |
|
|
2023
Q4 | $3.23M | Buy |
64,222
+4,178
| +7% | +$210K | 1.35% | 24 |
|
|
2023
Q3 | $3.01M | Sell |
60,044
-256
| -0.4% | -$12.8K | 1.45% | 24 |
|
|
2023
Q2 | $3.02M | Sell |
60,300
-3,019
| -5% | -$151K | 1.39% | 24 |
|
|
2023
Q1 | $3.19M | Sell |
63,319
-4,160
| -6% | -$209K | 1.51% | 23 |
|
|
2022
Q4 | $3.38M | Sell |
67,479
-7,852
| -10% | -$394K | 1.68% | 22 |
|
|
2022
Q3 | $3.78M | Sell |
75,331
-3,328
| -4% | -$167K | 1.85% | 22 |
|
|
2022
Q2 | $3.94M | Sell |
78,659
-30,849
| -28% | -$1.55M | 1.89% | 20 |
|
|
2022
Q1 | $5.51M | Buy |
109,508
+10,236
| +10% | +$515K | 2.22% | 15 |
|
|
2021
Q4 | $5.01M | Buy |
99,272
+42,405
| +75% | +$2.14M | 1.61% | 21 |
|
|
2021
Q3 | $2.88M | Buy |
56,867
+6,881
| +14% | +$349K | 0.99% | 25 |
|
|
2021
Q2 | $2.54M | Buy |
49,986
+5,988
| +14% | +$304K | 0.83% | 26 |
|
|
2021
Q1 | $2.23M | Buy |
43,998
+30,314
| +222% | +$1.54M | 0.84% | 27 |
|
|
2020
Q4 | $695K | Buy |
+13,684
| New | +$695K | 0.36% | 40 |
|