WIM
Westside Investment Management’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 | $3.73M | Sell |
73,618
-14,832
| -17% | -$751K | 0.69% | 34 |
|
|
2025
Q1 | $4.48M | Sell |
88,450
-38,368
| -30% | -$1.94M | 0.95% | 26 |
|
|
2024
Q4 | $6.39M | Sell |
126,818
-5,457
| -4% | -$275K | 1.35% | 16 |
|
|
2024
Q3 | $6.7M | Sell |
132,275
-8,035
| -6% | -$407K | 1.43% | 15 |
|
|
2024
Q2 | $7.08M | Sell |
140,310
-2,740
| -2% | -$138K | 1.62% | 12 |
|
|
2024
Q1 | $7.26M | Buy |
143,050
+1,366
| +1% | +$69.3K | 1.74% | 9 |
|
|
2023
Q4 | $7.12M | Buy |
141,684
+10,654
| +8% | +$535K | 1.82% | 9 |
|
|
2023
Q3 | $6.58M | Buy |
131,030
+27,250
| +26% | +$1.37M | 1.89% | 9 |
|
|
2023
Q2 | $5.2M | Buy |
103,780
+38,380
| +59% | +$1.92M | 1.47% | 14 |
|
|
2023
Q1 | $3.29M | Buy |
65,400
+26,665
| +69% | +$1.34M | 0.97% | 24 |
|
|
2022
Q4 | $202K | Buy |
38,735
+11,785
| +44% | +$61.5K | 0.5% | 52 |
|
|
2022
Q3 | $152K | Buy |
26,950
+22,950
| +574% | +$129K | 0.36% | 68 |
|
|
2022
Q2 | $200 | Buy |
+4,000
| New | +$200 | ﹤0.01% | 317 |
|