UWM
USAdvisors 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 | $2.42M | Buy |
47,780
+1,254
| +3% | +$63.5K | 0.9% | 33 |
|
|
2025
Q1 | $2.36M | Sell |
46,526
-3,313
| -7% | -$168K | 0.82% | 33 |
|
|
2024
Q4 | $2.51M | Buy |
49,839
+955
| +2% | +$48.1K | 0.82% | 30 |
|
|
2024
Q3 | $2.48M | Buy |
48,884
+335
| +0.7% | +$17K | 0.87% | 32 |
|
|
2024
Q2 | $2.45M | Buy |
48,549
+1,054
| +2% | +$53.2K | 0.86% | 34 |
|
|
2024
Q1 | $2.4M | Buy |
47,495
+85
| +0.2% | +$4.29K | 0.9% | 38 |
|
|
2023
Q4 | $2.38M | Sell |
47,410
-3,008
| -6% | -$151K | 0.99% | 36 |
|
|
2023
Q3 | $2.53M | Sell |
50,418
-1,284
| -2% | -$64.4K | 1.13% | 31 |
|
|
2023
Q2 | $2.59M | Sell |
51,702
-7,193
| -12% | -$360K | 1.23% | 28 |
|
|
2023
Q1 | $2.96M | Sell |
58,895
-34,674
| -37% | -$1.75M | 1.41% | 24 |
|
|
2022
Q4 | $4.69M | Sell |
93,569
-20,516
| -18% | -$1.03M | 2.27% | 15 |
|
|
2022
Q3 | $5.72M | Buy |
114,085
+8,486
| +8% | +$426K | 2.93% | 8 |
|
|
2022
Q2 | $5.29M | Buy |
105,599
+40,933
| +63% | +$2.05M | 2.65% | 10 |
|
|
2022
Q1 | $3.25M | Sell |
64,666
-557
| -0.9% | -$28K | 1.39% | 24 |
|
|
2021
Q4 | $3.29M | Buy |
65,223
+836
| +1% | +$42.2K | 1.34% | 23 |
|
|
2021
Q3 | $3.27M | Sell |
64,387
-793
| -1% | -$40.2K | 1.41% | 22 |
|
|
2021
Q2 | $3.31M | Sell |
65,180
-2,131
| -3% | -$108K | 1.8% | 18 |
|
|
2021
Q1 | $3.42M | Sell |
67,311
-1,516
| -2% | -$76.9K | 1.65% | 20 |
|
|
2020
Q4 | $3.5M | Buy |
68,827
+11,522
| +20% | +$585K | 1.68% | 19 |
|
|
2020
Q3 | $2.91K | Buy |
57,305
+594
| +1% | +$30 | 0.45% | 21 |
|
|
2020
Q2 | $2.88M | Buy |
56,711
+7,477
| +15% | +$379K | 1.53% | 20 |
|
|
2020
Q1 | $2.45M | Sell |
49,234
-6,108
| -11% | -$303K | 1.51% | 17 |
|
|
2019
Q4 | $2.79M | Buy |
+55,342
| New | +$2.79M | 1.45% | 19 |
|