Vertex Planning Partners’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	–	Sell	-4,714	Closed	-$239K	–	192
2025 Q1	$239K	Hold	4,714	–	–	0.05%	165
2024 Q4	$237K	Buy	+4,714	New	+$237K	0.05%	167