WWA
WCG Wealth Advisors’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
289,604
+66,337
| +30% | +$3.36M | 0.95% | 26 |
|
|
2025
Q1 | $11.3M | Sell |
223,267
-34,151
| -13% | -$1.73M | 0.86% | 31 |
|
|
2024
Q4 | $13M | Buy |
257,418
+20,810
| +9% | +$1.05M | 0.86% | 29 |
|
|
2024
Q3 | $12M | Sell |
236,608
-29,824
| -11% | -$1.51M | 0.81% | 35 |
|
|
2024
Q2 | $13.4M | Sell |
266,432
-45,981
| -15% | -$2.32M | 1% | 24 |
|
|
2024
Q1 | $15.8M | Sell |
312,413
-13,938
| -4% | -$703K | 1.32% | 19 |
|
|
2023
Q4 | $16.4M | Sell |
326,351
-54,138
| -14% | -$2.72M | 1.2% | 20 |
|
|
2023
Q3 | $19.7M | Buy |
380,489
+54,490
| +17% | +$2.82M | 1.44% | 16 |
|
|
2023
Q2 | $16.3M | Buy |
325,999
+139
| +0% | +$6.97K | 1.91% | 13 |
|
|
2023
Q1 | $16.4M | Buy |
325,860
+19,583
| +6% | +$985K | 2.1% | 11 |
|
|
2022
Q4 | $15.4M | Buy |
306,277
+297,701
| +3,471% | +$14.9M | 2.11% | 11 |
|
|
2022
Q3 | $430K | Sell |
8,576
-1,785
| -17% | -$89.5K | 0.06% | 197 |
|
|
2022
Q2 | $519K | Buy |
+10,361
| New | +$519K | 0.07% | 165 |
|