Visionary Wealth 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
Q1 | – | Sell |
-4,675
| Closed | -$235K | – | 551 |
|
|
2024
Q4 | $235K | Sell |
4,675
-717
| -13% | -$36.1K | 0.01% | 490 |
|
|
2024
Q3 | $274K | Sell |
5,392
-51
| -0.9% | -$2.59K | 0.02% | 452 |
|
|
2024
Q2 | $275K | Sell |
5,443
-3,217
| -37% | -$162K | 0.02% | 427 |
|
|
2024
Q1 | $437K | Sell |
8,660
-20
| -0.2% | -$1.01K | 0.03% | 344 |
|
|
2023
Q4 | $436K | Sell |
8,680
-4,824
| -36% | -$242K | 0.03% | 338 |
|
|
2023
Q3 | $678K | Buy |
13,504
+624
| +5% | +$31.3K | 0.05% | 252 |
|
|
2023
Q2 | $646K | Buy |
+12,880
| New | +$646K | 0.05% | 257 |
|
|
2021
Q3 | – | Sell |
-4,031
| Closed | -$205K | – | 339 |
|
|
2021
Q2 | $205K | Sell |
4,031
-8,464
| -68% | -$430K | 0.02% | 318 |
|
|
2021
Q1 | $634K | Sell |
12,495
-1,473
| -11% | -$74.7K | 0.07% | 174 |
|
|
2020
Q4 | $709K | Sell |
13,968
-3,030
| -18% | -$154K | 0.08% | 163 |
|
|
2020
Q3 | $863K | Buy |
16,998
+1,414
| +9% | +$71.8K | 0.12% | 127 |
|
|
2020
Q2 | $791K | Buy |
+15,584
| New | +$791K | 0.12% | 128 |
|