Sugarloaf 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
2022
Q4
Sell
-1,593
Closed -$80K 822
2022
Q3
$80K Buy
1,593
+6
+0.4% +$301 0.02% 220
2022
Q2
$79K Buy
1,587
+4
+0.3% +$199 0.02% 216
2022
Q1
$80K Buy
1,583
+2
+0.1% +$101 0.02% 219
2021
Q4
$80K Buy
+1,581
New +$80K 0.02% 224