TSWM
Tyler-Stone Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
246,992
+4,517
| +2% | +$229K | 2.02% | 7 |
|
|
2025
Q1 | $12.3M | Buy |
242,475
+22,392
| +10% | +$1.13M | 2.2% | 8 |
|
|
2024
Q4 | $11.1M | Sell |
220,083
-6,416
| -3% | -$323K | 1.97% | 8 |
|
|
2024
Q3 | $11.5M | Buy |
226,499
+182,188
| +411% | +$9.24M | 2.17% | 6 |
|
|
2024
Q2 | $2.24M | Sell |
44,311
-4,547
| -9% | -$229K | 0.92% | 23 |
|
|
2024
Q1 | $2.46M | Buy |
48,858
+3,455
| +8% | +$174K | 1.09% | 18 |
|
|
2023
Q4 | $2.28M | Buy |
45,403
+8,948
| +25% | +$449K | 1.14% | 17 |
|
|
2023
Q3 | $1.83M | Buy |
36,455
+3,621
| +11% | +$182K | 1.04% | 23 |
|
|
2023
Q2 | $1.65M | Buy |
+32,834
| New | +$1.65M | 0.93% | 27 |
|
|
2022
Q4 | $1.01M | Buy |
20,233
+4,630
| +30% | +$232K | 0.69% | 33 |
|
|
2022
Q3 | $783K | Buy |
15,603
+2,565
| +20% | +$129K | 0.6% | 34 |
|
|
2022
Q2 | $653K | Buy |
13,038
+2,661
| +26% | +$133K | 0.44% | 52 |
|
|
2022
Q1 | $522K | Sell |
10,377
-18
| -0.2% | -$905 | 0.29% | 76 |
|
|
2021
Q4 | $525K | Buy |
+10,395
| New | +$525K | 0.28% | 80 |
|