Transform Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $505K | Sell |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $584K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $656K | Sell |
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|
2023
Q3 | $805K | Sell |
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|
2023
Q2 | $943K | Sell |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $16.2M | Sell |
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|
2022
Q3 | $115M | Buy |
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|
2022
Q2 | $3.93M | Buy |
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|
2022
Q1 | $3.68M | Sell |
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|
2021
Q4 | $20.6M | Buy |
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|
2021
Q3 | $8.21M | Buy |
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|
2021
Q2 | $8.15M | Buy |
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|
2021
Q1 | $6.75M | Sell |
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|
2020
Q4 | $8.08M | Buy |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.74M | Sell |
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|
2019
Q3 | $1.75M | Sell |
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|
2019
Q2 | $3.67M | Buy |
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