WT Wealth Management’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.47M	Buy	147,526 +5,853	+4%	+$296K	2.22%	11
2025 Q4	$7.17M	Sell	141,673 -4,321	-3%	-$219K	2.06%	13
2025 Q3	$7.41M	Buy	145,994 +3,383	+2%	+$171K	2.13%	13
2025 Q2	$7.23M	Buy	142,611 +13,169	+10%	+$665K	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%	-$510K	0.89%	35
2024 Q3	$3.36M	Buy	66,359 +30,157	+83%	+$1.52M	1.07%	30
2024 Q2	$1.83M	Buy	36,202 +376	+1%	+$18.9K	0.62%	53
2024 Q1	$1.81M	Sell	35,826 -73,059	-67%	-$3.68M	0.65%	49
2023 Q4	$5.49M	Sell	108,885 -84,193	-44%	-$4.22M	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%	+$469K	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	+$5.37M	2.65%	8