Wealthcare Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
86,739
-5,421
| -6% | -$275K | 0.1% | 168 |
|
|
2025
Q1 | $4.67M | Sell |
92,160
-7,831
| -8% | -$396K | 0.13% | 149 |
|
|
2024
Q4 | $5.04M | Sell |
99,991
-15,057
| -13% | -$758K | 0.14% | 138 |
|
|
2024
Q3 | $5.84M | Sell |
115,048
-3,394
| -3% | -$172K | 0.17% | 116 |
|
|
2024
Q2 | $5.98M | Sell |
118,442
-7,709
| -6% | -$389K | 0.19% | 96 |
|
|
2024
Q1 | $6.36M | Buy |
126,151
+23,220
| +23% | +$1.17M | 0.21% | 87 |
|
|
2023
Q4 | $5.17M | Buy |
102,931
+38,725
| +60% | +$1.95M | 0.21% | 88 |
|
|
2023
Q3 | $3.22M | Buy |
64,206
+12,556
| +24% | +$630K | 0.15% | 112 |
|
|
2023
Q2 | $2.59M | Sell |
51,650
-6,097
| -11% | -$306K | 0.12% | 152 |
|
|
2023
Q1 | $2.91M | Buy |
57,747
+18,622
| +48% | +$937K | 0.12% | 136 |
|
|
2022
Q4 | $1.96M | Buy |
39,125
+6,837
| +21% | +$343K | 0.09% | 162 |
|
|
2022
Q3 | $1.62M | Buy |
32,288
+7,716
| +31% | +$387K | 0.09% | 161 |
|
|
2022
Q2 | $1.23M | Buy |
24,572
+1,088
| +5% | +$54.5K | 0.07% | 180 |
|
|
2022
Q1 | $1.18M | Buy |
23,484
+4,698
| +25% | +$236K | 0.07% | 164 |
|
|
2021
Q4 | $948K | Sell |
18,786
-3,261
| -15% | -$165K | 0.06% | 207 |
|
|
2021
Q3 | $1.12M | Sell |
22,047
-680
| -3% | -$34.5K | 0.07% | 176 |
|
|
2021
Q2 | $1.15M | Buy |
22,727
+2,399
| +12% | +$122K | 0.08% | 176 |
|
|
2021
Q1 | $1.03M | Buy |
20,328
+437
| +2% | +$22.2K | 0.07% | 176 |
|
|
2020
Q4 | $1.01M | Buy |
19,891
+11,394
| +134% | +$579K | 0.09% | 147 |
|
|
2020
Q3 | $432K | Buy |
8,497
+3,630
| +75% | +$185K | 0.05% | 219 |
|
|
2020
Q2 | $247K | Sell |
4,867
-1,326
| -21% | -$67.3K | 0.03% | 269 |
|
|
2020
Q1 | $308K | Buy |
6,193
+3,591
| +138% | +$179K | 0.05% | 212 |
|
|
2019
Q4 | $131K | Buy |
2,602
+14
| +0.5% | +$705 | 0.02% | 350 |
|
|
2019
Q3 | $130K | Buy |
2,588
+91
| +4% | +$4.57K | 0.02% | 335 |
|
|
2019
Q2 | $126K | Buy |
2,497
+7
| +0.3% | +$353 | 0.02% | 341 |
|
|
2019
Q1 | $125K | Buy |
2,490
+290
| +13% | +$14.6K | 0.02% | 301 |
|
|
2018
Q4 | $110K | Buy |
+2,200
| New | +$110K | 0.02% | 290 |
|