Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Buy |
15,820
+4,631
| +41% | +$235K | 0.23% | 111 |
|
|
2025
Q1 | $564K | Hold |
11,189
| – | – | 0.18% | 133 |
|
|
2024
Q4 | $564K | Sell |
11,189
-251
| -2% | -$12.6K | 0.18% | 135 |
|
|
2024
Q3 | $580K | Sell |
11,440
-1,125
| -9% | -$57.1K | 0.19% | 134 |
|
|
2024
Q2 | $634K | Buy |
12,565
+4,704
| +60% | +$237K | 0.22% | 115 |
|
|
2024
Q1 | $397K | Sell |
7,861
-320
| -4% | -$16.1K | 0.14% | 169 |
|
|
2023
Q4 | $411K | Sell |
8,181
-8,185
| -50% | -$411K | 0.17% | 144 |
|
|
2023
Q3 | $821K | Sell |
16,366
-1,478
| -8% | -$74.2K | 0.4% | 72 |
|
|
2023
Q2 | $895K | Sell |
17,844
-20,214
| -53% | -$1.01M | 0.44% | 64 |
|
|
2023
Q1 | $1.92M | Sell |
38,058
-32,524
| -46% | -$1.64M | 1.04% | 20 |
|
|
2022
Q4 | $3.54M | Buy |
70,582
+23,195
| +49% | +$1.16M | 1.8% | 7 |
|
|
2022
Q3 | $2.38M | Sell |
47,387
-7,744
| -14% | -$388K | 1.49% | 16 |
|
|
2022
Q2 | $2.76M | Buy |
55,131
+20,940
| +61% | +$1.05M | 1.43% | 10 |
|
|
2022
Q1 | $1.72M | Buy |
34,191
+1,187
| +4% | +$59.7K | 0.94% | 28 |
|
|
2021
Q4 | $1.67M | Buy |
33,004
+268
| +0.8% | +$13.5K | 0.76% | 28 |
|
|
2021
Q3 | $1.66M | Sell |
32,736
-2,205
| -6% | -$112K | 0.79% | 32 |
|
|
2021
Q2 | $1.77M | Sell |
34,941
-459
| -1% | -$23.3K | 0.99% | 28 |
|
|
2021
Q1 | $1.8M | Buy |
35,400
+645
| +2% | +$32.7K | 1.03% | 22 |
|
|
2020
Q4 | $1.77M | Buy |
34,755
+2,362
| +7% | +$120K | 1.23% | 23 |
|
|
2020
Q3 | $1.65M | Buy |
32,393
+3,186
| +11% | +$162K | 1.44% | 18 |
|
|
2020
Q2 | $1.48M | Buy |
29,207
+11,030
| +61% | +$560K | 1.36% | 21 |
|
|
2020
Q1 | $903K | Buy |
18,177
+200
| +1% | +$9.94K | 1.39% | 22 |
|
|
2019
Q4 | $907K | Buy |
+17,977
| New | +$907K | 0.68% | 31 |
|