WMWM
Whitaker-Myers Wealth Managers’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 | $14.9M | Buy |
293,581
+45,176
| +18% | +$2.29M | 3.75% | 9 |
|
|
2025
Q1 | $12.6M | Buy |
248,405
+18,073
| +8% | +$915K | 3.53% | 10 |
|
|
2024
Q4 | $11.6M | Buy |
230,332
+170,113
| +282% | +$8.57M | 3.38% | 9 |
|
|
2024
Q3 | $3.06M | Buy |
60,219
+10,610
| +21% | +$538K | 1.02% | 19 |
|
|
2024
Q2 | $2.5M | Buy |
49,609
+2,248
| +5% | +$113K | 0.92% | 20 |
|
|
2024
Q1 | $2.39M | Sell |
47,361
-6,036
| -11% | -$305K | 1.01% | 15 |
|
|
2023
Q4 | $2.68M | Sell |
53,397
-8,259
| -13% | -$415K | 1.34% | 14 |
|
|
2023
Q3 | $3.09M | Buy |
61,656
+7,355
| +14% | +$369K | 1.92% | 13 |
|
|
2023
Q2 | $2.72M | Buy |
54,301
+1,447
| +3% | +$72.6K | 1.82% | 12 |
|
|
2023
Q1 | $2.66M | Buy |
52,854
+18,539
| +54% | +$933K | 2.06% | 12 |
|
|
2022
Q4 | $1.72M | Buy |
+34,315
| New | +$1.72M | 1.65% | 20 |
|