Wealth Enhancement Advisory Services’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 | $346M | Buy |
6,853,875
+1,265,522
| +23% | +$63.9M | 0.57% | 28 |
|
|
2025
Q1 | $283M | Buy |
5,588,353
+506,315
| +10% | +$25.6M | 0.54% | 30 |
|
|
2024
Q4 | $256M | Sell |
5,082,038
-673,112
| -12% | -$33.9M | 0.49% | 35 |
|
|
2024
Q3 | $292M | Buy |
5,755,150
+1,053,392
| +22% | +$53.4M | 0.63% | 28 |
|
|
2024
Q2 | $237M | Sell |
4,701,758
-131,479
| -3% | -$6.64M | 0.56% | 29 |
|
|
2024
Q1 | $244M | Buy |
4,833,237
+1,317,710
| +37% | +$66.5M | 0.63% | 25 |
|
|
2023
Q4 | $177M | Buy |
3,515,527
+293,360
| +9% | +$14.7M | 0.51% | 33 |
|
|
2023
Q3 | $162M | Buy |
3,222,167
+1,050,421
| +48% | +$52.7M | 0.53% | 33 |
|
|
2023
Q2 | $109M | Sell |
2,171,746
-179,029
| -8% | -$8.98M | 1.17% | 20 |
|
|
2023
Q1 | $118M | Sell |
2,350,775
-1,566,752
| -40% | -$78.8M | 1.38% | 18 |
|
|
2022
Q4 | $197M | Sell |
3,917,527
-129,851
| -3% | -$6.54M | 2.54% | 9 |
|
|
2022
Q3 | $203M | Buy |
4,047,378
+267,774
| +7% | +$13.4M | 2.9% | 9 |
|
|
2022
Q2 | $189M | Buy |
3,779,604
+872,645
| +30% | +$43.7M | 2.64% | 9 |
|
|
2022
Q1 | $146M | Buy |
2,906,959
+109,954
| +4% | +$5.53M | 1.97% | 12 |
|
|
2021
Q4 | $141M | Buy |
2,797,005
+206,880
| +8% | +$10.4M | 2.02% | 12 |
|
|
2021
Q3 | $131M | Buy |
2,590,125
+2,270,764
| +711% | +$115M | 1.93% | 12 |
|
|
2021
Q2 | $16.2M | Buy |
319,361
+13,847
| +5% | +$702K | 0.26% | 53 |
|
|
2021
Q1 | $15.5M | Buy |
+305,514
| New | +$15.5M | 0.28% | 51 |
|