United Capital Financial Advisors’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
Q3 | $58.4M | Buy |
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|
2025
Q2 | $57.6M | Sell |
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|
2025
Q1 | $58.5M | Buy |
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|
2024
Q4 | $51.7M | Sell |
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|
2024
Q3 | $52.8M | Buy |
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|
2024
Q2 | $52.1M | Buy |
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|
2024
Q1 | $50.3M | Sell |
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|
2023
Q4 | $50.3M | Sell |
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|
2023
Q3 | $64.9M | Sell |
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|
2023
Q2 | $69.4M | Sell |
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|
2023
Q1 | $74.8M | Sell |
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|
2022
Q4 | $75M | Sell |
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|
2022
Q3 | $78.8M | Buy |
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|
2022
Q2 | $71.4M | Buy |
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|
2022
Q1 | $69.1M | Buy |
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|
2021
Q4 | $50.1M | Buy |
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|
2021
Q3 | $47.3M | Buy |
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|
2021
Q2 | $43.2M | Buy |
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|
2021
Q1 | $38.2M | Buy |
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|
2020
Q4 | $32.7M | Buy |
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|
2020
Q3 | $26.5M | Buy |
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|
2020
Q2 | $12.9M | Buy |
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|
2020
Q1 | $12.4M | Buy |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $3.83M | Sell |
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|
2019
Q2 | $4.06M | Buy |
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|
2019
Q1 | $3.32M | Buy |
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|
2018
Q4 | $1.72M | Buy |
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