United Capital Financial 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
Q2 | $57.6M | Sell |
1,135,570
-19,846
| -2% | -$1.01M | 0.46% | 42 |
|
|
2025
Q1 | $58.5M | Buy |
1,155,416
+129,958
| +13% | +$6.58M | 0.5% | 39 |
|
|
2024
Q4 | $51.7M | Sell |
1,025,458
-14,557
| -1% | -$733K | 0.44% | 49 |
|
|
2024
Q3 | $52.8M | Buy |
1,040,015
+8,028
| +0.8% | +$407K | 0.43% | 53 |
|
|
2024
Q2 | $52.1M | Buy |
1,031,987
+34,475
| +3% | +$1.74M | 0.45% | 49 |
|
|
2024
Q1 | $50.3M | Sell |
997,512
-4,249
| -0.4% | -$214K | 0.41% | 53 |
|
|
2023
Q4 | $50.3M | Sell |
1,001,761
-290,998
| -23% | -$14.6M | 0.42% | 50 |
|
|
2023
Q3 | $64.9M | Sell |
1,292,759
-90,505
| -7% | -$4.54M | 0.43% | 48 |
|
|
2023
Q2 | $69.4M | Sell |
1,383,264
-103,688
| -7% | -$5.2M | 0.38% | 50 |
|
|
2023
Q1 | $74.8M | Sell |
1,486,952
-9,466
| -0.6% | -$476K | 0.42% | 45 |
|
|
2022
Q4 | $75M | Sell |
1,496,418
-74,730
| -5% | -$3.75M | 0.42% | 48 |
|
|
2022
Q3 | $78.8M | Buy |
1,571,148
+146,390
| +10% | +$7.34M | 0.47% | 39 |
|
|
2022
Q2 | $71.4M | Buy |
1,424,758
+50,989
| +4% | +$2.55M | 0.39% | 47 |
|
|
2022
Q1 | $69.1M | Buy |
1,373,769
+381,793
| +38% | +$19.2M | 0.34% | 61 |
|
|
2021
Q4 | $50.1M | Buy |
991,976
+58,631
| +6% | +$2.96M | 0.23% | 94 |
|
|
2021
Q3 | $47.3M | Buy |
933,345
+80,999
| +10% | +$4.11M | 0.24% | 85 |
|
|
2021
Q2 | $43.2M | Buy |
852,346
+99,301
| +13% | +$5.04M | 0.22% | 97 |
|
|
2021
Q1 | $38.2M | Buy |
753,045
+108,369
| +17% | +$5.5M | 0.21% | 104 |
|
|
2020
Q4 | $32.7M | Buy |
644,676
+122,181
| +23% | +$6.21M | 0.2% | 110 |
|
|
2020
Q3 | $26.5M | Buy |
522,495
+268,591
| +106% | +$13.6M | 0.17% | 138 |
|
|
2020
Q2 | $12.9M | Buy |
253,904
+4,335
| +2% | +$220K | 0.09% | 217 |
|
|
2020
Q1 | $12.4M | Buy |
249,569
+37,268
| +18% | +$1.85M | 0.1% | 199 |
|
|
2019
Q4 | $10.7M | Buy |
212,301
+136,410
| +180% | +$6.88M | 0.07% | 301 |
|
|
2019
Q3 | $3.83M | Sell |
75,891
-4,662
| -6% | -$235K | 0.03% | 471 |
|
|
2019
Q2 | $4.06M | Buy |
80,553
+14,615
| +22% | +$736K | 0.03% | 458 |
|
|
2019
Q1 | $3.32M | Buy |
65,938
+31,614
| +92% | +$1.59M | 0.02% | 487 |
|
|
2018
Q4 | $1.72M | Buy |
+34,324
| New | +$1.72M | 0.01% | 592 |
|