Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,000
| Closed | -$320K | – | 94 |
|
|
2022
Q2 | $320K | Sell |
6,000
-1,000
| -14% | -$53.3K | 0.28% | 68 |
|
|
2022
Q1 | $340K | Hold |
7,000
| – | – | 0.24% | 75 |
|
|
2021
Q4 | $342K | Sell |
7,000
-2,156
| -24% | -$105K | 0.23% | 83 |
|
|
2021
Q3 | $464K | Sell |
9,156
-9,967
| -52% | -$505K | 0.34% | 62 |
|
|
2021
Q2 | $970K | Sell |
19,123
-4,122
| -18% | -$209K | 0.68% | 42 |
|
|
2021
Q1 | $1.18M | Sell |
23,245
-9,564
| -29% | -$485K | 0.88% | 32 |
|
|
2020
Q4 | $1.67M | Buy |
+32,809
| New | +$1.67M | 1.31% | 17 |
|