WT 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 | $7.23M | Buy |
142,611
+13,169
| +10% | +$667K | 2.14% | 13 |
|
|
2025
Q1 | $6.55M | Buy |
129,442
+73,177
| +130% | +$3.7M | 2.13% | 14 |
|
|
2024
Q4 | $2.83M | Sell |
56,265
-10,094
| -15% | -$508K | 0.89% | 35 |
|
|
2024
Q3 | $3.36M | Buy |
66,359
+30,157
| +83% | +$1.53M | 1.07% | 30 |
|
|
2024
Q2 | $1.83M | Buy |
36,202
+376
| +1% | +$19K | 0.62% | 53 |
|
|
2024
Q1 | $1.81M | Sell |
35,826
-73,059
| -67% | -$3.69M | 0.65% | 49 |
|
|
2023
Q4 | $5.49M | Sell |
108,885
-84,193
| -44% | -$4.24M | 2.17% | 12 |
|
|
2023
Q3 | $9.69M | Buy |
193,078
+39,843
| +26% | +$2M | 4.15% | 7 |
|
|
2023
Q2 | $7.68M | Buy |
153,235
+1,479
| +1% | +$74.2K | 3.19% | 8 |
|
|
2023
Q1 | $7.64M | Buy |
151,756
+36,238
| +31% | +$1.82M | 3.3% | 7 |
|
|
2022
Q4 | $5.8M | Buy |
115,518
+9,359
| +9% | +$470K | 2.82% | 7 |
|
|
2022
Q3 | $5.33M | Sell |
106,159
-893
| -0.8% | -$44.8K | 2.68% | 8 |
|
|
2022
Q2 | $5.36M | Buy |
+107,052
| New | +$5.36M | 2.65% | 8 |
|