TriaGen 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 | $1.67M | Buy |
32,984
+10,000
| +44% | +$507K | 0.51% | 60 |
|
|
2025
Q1 | $1.16M | Sell |
22,984
-1,584
| -6% | -$80.2K | 0.41% | 61 |
|
|
2024
Q4 | $1.24M | Sell |
24,568
-820
| -3% | -$41.3K | 0.42% | 60 |
|
|
2024
Q3 | $1.29M | Sell |
25,388
-3,087
| -11% | -$157K | 0.43% | 61 |
|
|
2024
Q2 | $1.44M | Sell |
28,475
-4,532
| -14% | -$229K | 0.56% | 52 |
|
|
2024
Q1 | $1.67M | Sell |
33,007
-11,892
| -26% | -$600K | 0.69% | 45 |
|
|
2023
Q4 | $2.26M | Sell |
44,899
-5,123
| -10% | -$257K | 1.08% | 26 |
|
|
2023
Q3 | $2.51M | Sell |
50,022
-10,923
| -18% | -$548K | 1.28% | 16 |
|
|
2023
Q2 | $3.06M | Sell |
60,945
-40,622
| -40% | -$2.04M | 1.4% | 15 |
|
|
2023
Q1 | $5.11M | Buy |
101,567
+16,219
| +19% | +$816K | 2.57% | 6 |
|
|
2022
Q4 | $4.28M | Sell |
85,348
-34,714
| -29% | -$1.74M | 2.38% | 9 |
|
|
2022
Q3 | $6.02M | Buy |
120,062
+50,088
| +72% | +$2.51M | 3.33% | 3 |
|
|
2022
Q2 | $3.51M | Buy |
69,974
+49,882
| +248% | +$2.5M | 2.49% | 8 |
|
|
2022
Q1 | $1.01M | Sell |
20,092
-7,655
| -28% | -$385K | 0.52% | 62 |
|
|
2021
Q4 | $1.4M | Sell |
27,747
-1,089
| -4% | -$55K | 0.69% | 55 |
|
|
2021
Q3 | $1.46M | Buy |
28,836
+3,761
| +15% | +$191K | 0.8% | 48 |
|
|
2021
Q2 | $1.27M | Sell |
25,075
-4,722
| -16% | -$240K | 0.66% | 58 |
|
|
2021
Q1 | $1.51M | Buy |
29,797
+5,329
| +22% | +$270K | 0.87% | 44 |
|
|
2020
Q4 | $1.24M | Buy |
+24,468
| New | +$1.24M | 0.73% | 49 |
|