Tobias Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
11,359
+69
| +0.6% | +$3.5K | 0.1% | 81 |
|
|
2025
Q1 | $572K | Sell |
11,290
-31
| -0.3% | -$1.57K | 0.11% | 67 |
|
|
2024
Q4 | $570K | Sell |
11,321
-582
| -5% | -$29.3K | 0.11% | 67 |
|
|
2024
Q3 | $604K | Sell |
11,903
-627
| -5% | -$31.8K | 0.12% | 62 |
|
|
2024
Q2 | $632K | Sell |
12,530
-38
| -0.3% | -$1.92K | 0.14% | 59 |
|
|
2024
Q1 | $634K | Hold |
12,568
| – | – | 0.14% | 62 |
|
|
2023
Q4 | $631K | Sell |
12,568
-3,020
| -19% | -$152K | 0.15% | 61 |
|
|
2023
Q3 | $782K | Hold |
15,588
| – | – | 0.21% | 57 |
|
|
2023
Q2 | $782K | Sell |
15,588
-5,252
| -25% | -$263K | 0.21% | 55 |
|
|
2023
Q1 | $1.05M | Sell |
20,840
-3
| -0% | -$151 | 0.31% | 46 |
|
|
2022
Q4 | $1.04M | Sell |
20,843
-5,402
| -21% | -$271K | 0.34% | 47 |
|
|
2022
Q3 | $1.32M | Sell |
26,245
-4,719
| -15% | -$237K | 0.46% | 40 |
|
|
2022
Q2 | $1.55M | Sell |
30,964
-8,585
| -22% | -$430K | 0.52% | 42 |
|
|
2022
Q1 | $1.99M | Buy |
+39,549
| New | +$1.99M | 0.69% | 30 |
|
|
2021
Q4 | – | Sell |
-42,030
| Closed | -$2.13M | – | 96 |
|
|
2021
Q3 | $2.13M | Buy |
42,030
+1,283
| +3% | +$65.1K | 0.8% | 25 |
|
|
2021
Q2 | $2.07M | Sell |
40,747
-1,676
| -4% | -$85.1K | 0.82% | 25 |
|
|
2021
Q1 | $2.15M | Sell |
42,423
-3,834
| -8% | -$195K | 0.91% | 23 |
|
|
2020
Q4 | $2.35M | Buy |
46,257
+955
| +2% | +$48.5K | 1.07% | 21 |
|
|
2020
Q3 | $2.3M | Buy |
45,302
+27,684
| +157% | +$1.41M | 1.26% | 18 |
|
|
2020
Q2 | $894K | Buy |
17,618
+11,166
| +173% | +$567K | 0.53% | 35 |
|
|
2020
Q1 | $320K | Sell |
6,452
-6,190
| -49% | -$307K | 0.23% | 40 |
|
|
2019
Q4 | $637K | Buy |
+12,642
| New | +$637K | 0.41% | 34 |
|