Williams Jones Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
5,668
+117
| +2% | +$5.93K | ﹤0.01% | 426 |
|
|
2025
Q1 | $281K | Sell |
5,551
-2,085
| -27% | -$106K | ﹤0.01% | 410 |
|
|
2024
Q4 | $385K | Sell |
7,636
-4,770
| -38% | -$240K | ﹤0.01% | 384 |
|
|
2024
Q3 | $629K | Hold |
12,406
| – | – | 0.01% | 312 |
|
|
2024
Q2 | $626K | Hold |
12,406
| – | – | 0.01% | 311 |
|
|
2024
Q1 | $626K | Hold |
12,406
| – | – | 0.01% | 317 |
|
|
2023
Q4 | $623K | Hold |
12,406
| – | – | 0.01% | 307 |
|
|
2023
Q3 | $623K | Buy |
+12,406
| New | +$623K | 0.01% | 311 |
|