Vickerman Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-64,783
| Closed | -$3.25M | – | 66 |
|
|
2023
Q3 | $3.25M | Sell |
64,783
-24,985
| -28% | -$1.25M | 1.33% | 25 |
|
|
2023
Q2 | $4.5M | Sell |
89,768
-217,840
| -71% | -$10.9M | 1.76% | 14 |
|
|
2023
Q1 | $15.5M | Sell |
307,608
-13,876
| -4% | -$698K | 6.11% | 4 |
|
|
2022
Q4 | $16.1M | Buy |
321,484
+12,804
| +4% | +$642K | 7.31% | 2 |
|
|
2022
Q3 | $15.5M | Buy |
308,680
+42,561
| +16% | +$2.13M | 7.47% | 2 |
|
|
2022
Q2 | $13.3M | Buy |
266,119
+10,168
| +4% | +$509K | 6.31% | 2 |
|
|
2022
Q1 | $12.8M | Sell |
255,951
-10,882
| -4% | -$546K | 5.7% | 2 |
|
|
2021
Q4 | $13.5M | Buy |
266,833
+31,701
| +13% | +$1.6M | 5.44% | 2 |
|
|
2021
Q3 | $11.9M | Buy |
+235,132
| New | +$11.9M | 4.77% | 5 |
|