WealthPlan Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-827
| Closed | -$41.5K | – | 254 |
|
|
2023
Q2 | $41.5K | Buy |
827
+9
| +1% | +$451 | 0.01% | 205 |
|
|
2023
Q1 | $41.2K | Sell |
818
-11,057
| -93% | -$556K | 0.01% | 261 |
|
|
2022
Q4 | $597K | Sell |
11,875
-41
| -0.3% | -$2.06K | 0.04% | 235 |
|
|
2022
Q3 | $598K | Buy |
+11,916
| New | +$598K | 0.04% | 219 |
|
|
2022
Q1 | $998K | Buy |
+19,868
| New | +$998K | 0.07% | 172 |
|