TPG 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 | $1.21M | Sell |
23,821
-145
| -0.6% | -$7.35K | 0.48% | 33 |
|
|
2025
Q1 | $1.21M | Sell |
23,966
-1,483
| -6% | -$75.1K | 0.54% | 28 |
|
|
2024
Q4 | $1.28M | Buy |
25,449
+2,832
| +13% | +$143K | 0.56% | 29 |
|
|
2024
Q3 | $1.15M | Buy |
22,617
+621
| +3% | +$31.5K | 0.52% | 29 |
|
|
2024
Q2 | $1.11M | Buy |
+21,996
| New | +$1.11M | 0.53% | 31 |
|
|
2023
Q4 | $670K | Buy |
13,327
+2,546
| +24% | +$128K | 0.34% | 35 |
|
|
2023
Q3 | $541K | Buy |
10,781
+2,392
| +29% | +$120K | 0.28% | 37 |
|
|
2023
Q2 | $421K | Buy |
8,389
+733
| +10% | +$36.8K | 0.22% | 40 |
|
|
2023
Q1 | $385K | Buy |
7,656
+3,665
| +92% | +$184K | 0.21% | 37 |
|
|
2022
Q4 | $200K | Hold |
3,991
| – | – | 0.12% | 46 |
|
|
2022
Q3 | $200K | Buy |
+3,991
| New | +$200K | 0.12% | 44 |
|