TrueWealth 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
Q1 | – | Sell |
-7,343
| Closed | -$370K | – | 226 |
|
|
2024
Q4 | $370K | Buy |
+7,343
| New | +$370K | 0.12% | 151 |
|
|
2023
Q4 | – | Sell |
-6,045
| Closed | -$303K | – | 205 |
|
|
2023
Q3 | $303K | Sell |
6,045
-277
| -4% | -$13.9K | 0.13% | 126 |
|
|
2023
Q2 | $317K | Buy |
6,322
+43
| +0.7% | +$2.16K | 0.13% | 122 |
|
|
2023
Q1 | $316K | Buy |
6,279
+141
| +2% | +$7.1K | 0.13% | 128 |
|
|
2022
Q4 | $308K | Buy |
+6,138
| New | +$308K | 0.13% | 130 |
|