WMA
West Michigan Advisors’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 | $2.97M | Buy |
58,668
+543
| +0.9% | +$27.5K | 0.84% | 33 |
|
2025
Q1 | $2.94M | Sell |
58,125
-7,546
| -11% | -$382K | 0.98% | 29 |
|
2024
Q4 | $3.32M | Buy |
65,671
+162
| +0.2% | +$8.19K | 1% | 29 |
|
2024
Q3 | $3.32M | Sell |
65,509
-5,400
| -8% | -$274K | 1% | 30 |
|
2024
Q2 | $3.58M | Sell |
70,909
-581
| -0.8% | -$29.3K | 1.14% | 21 |
|
2024
Q1 | $3.61M | Sell |
71,490
-67,025
| -48% | -$3.38M | 1.17% | 21 |
|
2023
Q4 | $6.96M | Buy |
138,515
+24,755
| +22% | +$1.24M | 2.64% | 8 |
|
2023
Q3 | $5.71M | Buy |
113,760
+7,858
| +7% | +$394K | 3.05% | 8 |
|
2023
Q2 | $5.31M | Buy |
105,902
+13,388
| +14% | +$671K | 2.12% | 9 |
|
2023
Q1 | $4.66M | Buy |
92,514
+17,939
| +24% | +$903K | 2.64% | 11 |
|
2022
Q4 | $3.74M | Buy |
74,575
+15,242
| +26% | +$764K | 2.72% | 10 |
|
2022
Q3 | $2.98M | Buy |
59,333
+34,607
| +140% | +$1.74M | 2.59% | 9 |
|
2022
Q2 | $1.24M | Buy |
+24,726
| New | +$1.24M | 1.06% | 26 |
|