Strategic Investment Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-84,587
| Closed | -$4.29M | – | 182 |
|
2020
Q2 | $4.29M | Buy |
84,587
+21,507
| +34% | +$1.09M | 1.62% | 16 |
|
2020
Q1 | $3.13M | Buy |
63,080
+858
| +1% | +$42.6K | 1.44% | 20 |
|
2019
Q4 | $3.14M | Buy |
62,222
+4,972
| +9% | +$251K | 1.3% | 20 |
|
2019
Q3 | $2.9M | Buy |
57,250
+5,118
| +10% | +$259K | 1.39% | 21 |
|
2019
Q2 | $2.63M | Buy |
52,132
+29,226
| +128% | +$1.47M | 1.43% | 20 |
|
2019
Q1 | $1.15M | Buy |
+22,906
| New | +$1.15M | 0.79% | 36 |
|