Waldron Private Wealth’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$803K Sell
2025
Q2
$856K Sell
2025
Q1
$885K Hold
2024
Q4
$884K Sell
2024
Q3
$1.55M Hold
2024
Q2
$1.54M Sell
2024
Q1
$1.65M Sell
2023
Q4
$1.72M Buy
2023
Q3
$1.64M Sell
2023
Q2
$2.39M Sell
2023
Q1
$2.52M Sell
2022
Q4
$4.04M Hold
2022
Q3
$4.04M Sell
2022
Q2
$15.2M Sell
2022
Q1
$21.1M Sell
2021
Q4
$45.4M Buy
2021
Q3
$1.51M Buy