TIAM2
Tru Independence Asset Management 2’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $209K | Buy |
+4,151
| New | +$209K | 0.21% | 68 |
|
2022
Q3 | $8.63M | Sell |
171,972
-129,016
| -43% | -$6.47M | 9.17% | 3 |
|
2022
Q2 | $15.1M | Buy |
300,988
+45,664
| +18% | +$2.29M | 12.41% | 1 |
|
2022
Q1 | $12.8M | Buy |
255,324
+93,384
| +58% | +$4.69M | 7.37% | 3 |
|
2021
Q4 | $8.18M | Sell |
161,940
-11,760
| -7% | -$594K | 4.33% | 6 |
|
2021
Q3 | $8.81M | Buy |
173,700
+39,341
| +29% | +$2M | 6.25% | 3 |
|
2021
Q2 | $6.82M | Buy |
134,359
+76,251
| +131% | +$3.87M | 4.65% | 2 |
|
2021
Q1 | $2.95M | Buy |
58,108
+54,230
| +1,398% | +$2.75M | 2.33% | 15 |
|
2020
Q4 | $197K | Buy |
+3,878
| New | +$197K | 0.17% | 96 |
|