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 |
|