Wealth Advisors of Iowa’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
$15M Sell
295,328
-235,427
-44% -$11.9M 5.59% 8
2025
Q1
$26.9M Buy
+530,755
New +$26.9M 11.55% 2
2024
Q2
Sell
-11,098
Closed -$560K 61
2024
Q1
$560K Buy
+11,098
New +$560K 0.34% 30
2023
Q4
Sell
-8,605
Closed -$432K 61
2023
Q3
$432K Buy
+8,605
New +$432K 0.3% 29