Wallace Advisory Group’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 | $1.49M | Sell |
29,358
-156
| -0.5% | -$7.9K | 1.08% | 20 |
|
|
2025
Q1 | $1.49M | Sell |
29,514
-602
| -2% | -$30.3K | 1.03% | 20 |
|
|
2024
Q4 | $1.53M | Sell |
30,116
-2,094
| -7% | -$106K | 1.06% | 19 |
|
|
2024
Q3 | $1.63M | Sell |
32,210
-2,140
| -6% | -$108K | 1.19% | 18 |
|
|
2024
Q2 | $1.73M | Sell |
34,350
-3,715
| -10% | -$187K | 1.25% | 16 |
|
|
2024
Q1 | $1.91M | Sell |
38,065
-5,247
| -12% | -$264K | 1.44% | 12 |
|
|
2023
Q4 | $2.17M | Sell |
43,312
-1,415
| -3% | -$71K | 1.7% | 12 |
|
|
2023
Q3 | $2.24M | Buy |
44,727
+15,609
| +54% | +$783K | 1.61% | 13 |
|
|
2023
Q2 | $1.47M | Hold |
29,118
| – | – | 1.11% | 16 |
|
|
2023
Q1 | $1.47M | Buy |
29,118
+8,965
| +44% | +$451K | 1.11% | 16 |
|
|
2022
Q4 | $1.01M | Buy |
+20,153
| New | +$1.01M | 0.8% | 25 |
|