Winthrop Advisory Group’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 | $6.42M | Buy |
126,700
+38,278
| +43% | +$1.94M | 0.62% | 24 |
|
|
2025
Q1 | $4.48M | Sell |
88,422
-9,068
| -9% | -$459K | 0.54% | 25 |
|
|
2024
Q4 | $4.91M | Buy |
97,490
+24,457
| +33% | +$1.23M | 0.59% | 23 |
|
|
2024
Q3 | $3.71M | Sell |
73,033
-3,819
| -5% | -$194K | 0.46% | 29 |
|
|
2024
Q2 | $3.88M | Buy |
76,852
+306
| +0.4% | +$15.4K | 0.53% | 27 |
|
|
2024
Q1 | $3.86M | Sell |
76,546
-6,799
| -8% | -$343K | 0.56% | 28 |
|
|
2023
Q4 | $4.19M | Sell |
83,345
-3,677
| -4% | -$185K | 0.65% | 24 |
|
|
2023
Q3 | $4.37M | Sell |
87,022
-7,770
| -8% | -$390K | 0.72% | 22 |
|
|
2023
Q2 | $4.75M | Sell |
94,792
-33,208
| -26% | -$1.67M | 0.76% | 19 |
|
|
2023
Q1 | $6.44M | Sell |
128,000
-70,934
| -36% | -$3.57M | 1.14% | 16 |
|
|
2022
Q4 | $10M | Buy |
198,934
+175,425
| +746% | +$8.82M | 1.9% | 15 |
|
|
2022
Q3 | $1.18M | Buy |
+23,509
| New | +$1.18M | 0.25% | 40 |
|