WealthShield 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 | $544K | Sell |
10,738
-485
| -4% | -$24.6K | 0.07% | 228 |
|
|
2025
Q1 | $568K | Sell |
11,223
-401
| -3% | -$20.3K | 0.07% | 211 |
|
|
2024
Q4 | $588K | Sell |
11,624
-38
| -0.3% | -$1.92K | 0.08% | 198 |
|
|
2024
Q3 | $592K | Sell |
11,662
-651
| -5% | -$33K | 0.08% | 198 |
|
|
2024
Q2 | $621K | Buy |
12,313
+51
| +0.4% | +$2.57K | 0.09% | 183 |
|
|
2024
Q1 | $619K | Sell |
12,262
-2,983
| -20% | -$150K | 0.1% | 178 |
|
|
2023
Q4 | $769K | Buy |
15,245
+2,234
| +17% | +$113K | 0.13% | 166 |
|
|
2023
Q3 | $653K | Buy |
13,011
+2,249
| +21% | +$113K | 0.1% | 188 |
|
|
2023
Q2 | $540K | Buy |
10,762
+1,777
| +20% | +$89.1K | 0.08% | 200 |
|
|
2023
Q1 | $452K | Buy |
8,985
+1,035
| +13% | +$52.1K | 0.07% | 216 |
|
|
2022
Q4 | $400K | Buy |
+7,950
| New | +$400K | 0.08% | 218 |
|
|
2021
Q3 | – | Sell |
-6,857
| Closed | -$348K | – | 492 |
|
|
2021
Q2 | $348K | Buy |
6,857
+2,746
| +67% | +$139K | 0.05% | 192 |
|
|
2021
Q1 | $209K | Sell |
4,111
-100
| -2% | -$5.08K | 0.04% | 250 |
|
|
2020
Q4 | $214K | Buy |
+4,211
| New | +$214K | 0.04% | 279 |
|