Waverly 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
Q2 | $25M | Buy |
494,260
+104,473
| +27% | +$5.29M | 0.27% | 78 |
|
|
2025
Q1 | $19.7M | Buy |
389,787
+1,522
| +0.4% | +$77.1K | 0.24% | 89 |
|
|
2024
Q4 | $19.6M | Buy |
388,265
+59,650
| +18% | +$3M | 0.3% | 67 |
|
|
2024
Q3 | $16.7M | Sell |
328,615
-1,985
| -0.6% | -$101K | 0.31% | 61 |
|
|
2024
Q2 | $16.7M | Buy |
330,600
+2,034
| +0.6% | +$103K | 0.33% | 58 |
|
|
2024
Q1 | $16.6M | Buy |
+328,566
| New | +$16.6M | 0.39% | 52 |
|