WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.02M | Sell |
20,286
-138
| -0.7% | -$6.95K | 0.33% | 44 |
|
|
2024
Q3 | $1.04M | Sell |
20,424
-29,755
| -59% | -$1.51M | 0.29% | 57 |
|
|
2024
Q2 | $2.53M | Sell |
50,179
-8,704
| -15% | -$439K | 0.77% | 24 |
|
|
2024
Q1 | $2.97M | Buy |
58,883
+1,533
| +3% | +$77.3K | 0.92% | 22 |
|
|
2023
Q4 | $2.88M | Sell |
57,350
-9,246
| -14% | -$464K | 1.07% | 20 |
|
|
2023
Q3 | $3.34M | Sell |
66,596
-5,678
| -8% | -$285K | 1.27% | 18 |
|
|
2023
Q2 | $3.62M | Sell |
72,274
-5,686
| -7% | -$285K | 1.4% | 15 |
|
|
2023
Q1 | $3.92M | Buy |
77,960
+31,140
| +67% | +$1.57M | 1.7% | 12 |
|
|
2022
Q4 | $2.35M | Sell |
46,820
-2,324
| -5% | -$117K | 1.45% | 19 |
|
|
2022
Q3 | $2.47M | Sell |
49,144
-1,450
| -3% | -$72.7K | 1.74% | 14 |
|
|
2022
Q2 | $2.53M | Buy |
50,594
+22,180
| +78% | +$1.11M | 1.67% | 16 |
|
|
2022
Q1 | $1.43M | Buy |
+28,414
| New | +$1.43M | 0.85% | 26 |
|