SWA
Strategies Wealth Advisors’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 | $2.55M | Buy |
50,404
+34,626
| +219% | +$1.75M | 0.28% | 34 |
|
|
2025
Q1 | $799K | Sell |
15,778
-18,259
| -54% | -$924K | 0.1% | 63 |
|
|
2024
Q4 | $1.72M | Sell |
34,037
-41,081
| -55% | -$2.07M | 0.21% | 36 |
|
|
2024
Q3 | $3.81M | Buy |
75,118
+62,051
| +475% | +$3.15M | 0.51% | 24 |
|
|
2024
Q2 | $660K | Buy |
13,067
+6,955
| +114% | +$351K | 0.1% | 51 |
|
|
2024
Q1 | $308K | Sell |
6,112
-2,532
| -29% | -$128K | 0.05% | 76 |
|
|
2023
Q4 | $434K | Buy |
8,644
+1,381
| +19% | +$69.4K | 0.07% | 64 |
|
|
2023
Q3 | $364K | Buy |
7,263
+30
| +0.4% | +$1.51K | 0.07% | 63 |
|
|
2023
Q2 | $363K | Sell |
7,233
-2,046
| -22% | -$103K | 0.07% | 66 |
|
|
2023
Q1 | $467K | Buy |
9,279
+36
| +0.4% | +$1.81K | 0.1% | 58 |
|
|
2022
Q4 | $463K | Buy |
+9,243
| New | +$463K | 0.11% | 55 |
|
|
2022
Q2 | $837K | Buy |
16,717
+8,956
| +115% | +$449K | 0.24% | 47 |
|
|
2022
Q1 | $390K | Sell |
7,761
-4,424
| -36% | -$222K | 0.1% | 61 |
|
|
2021
Q4 | $615K | Buy |
+12,185
| New | +$615K | 0.17% | 48 |
|