YWS
Yarger Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
33,184
+6,139
| +23% | +$311K | 0.88% | 31 |
|
|
2025
Q1 | $1.37M | Sell |
27,045
-158
| -0.6% | -$8K | 0.8% | 29 |
|
|
2024
Q4 | $1.37M | Sell |
27,203
-5,053
| -16% | -$255K | 0.79% | 30 |
|
|
2024
Q3 | $1.64M | Sell |
32,256
-5,104
| -14% | -$259K | 0.91% | 30 |
|
|
2024
Q2 | $1.89M | Sell |
37,360
-4,813
| -11% | -$243K | 1.13% | 25 |
|
|
2024
Q1 | $2.13M | Sell |
42,173
-133,236
| -76% | -$6.72M | 1.45% | 21 |
|
|
2023
Q4 | $8.81M | Buy |
175,409
+5,277
| +3% | +$265K | 7.11% | 2 |
|
|
2023
Q3 | $8.54M | Sell |
170,132
-110
| -0.1% | -$5.52K | 7.26% | 2 |
|
|
2023
Q2 | $8.54M | Buy |
170,242
+24,449
| +17% | +$1.23M | 7.67% | 1 |
|
|
2023
Q1 | $7.34M | Buy |
145,793
+26,095
| +22% | +$1.31M | 8.04% | 3 |
|
|
2022
Q4 | $6M | Buy |
119,698
+62,024
| +108% | +$3.11M | 7.43% | 3 |
|
|
2022
Q3 | $2.89M | Sell |
57,674
-2,318
| -4% | -$116K | 3.84% | 9 |
|
|
2022
Q2 | $3M | Buy |
59,992
+1,524
| +3% | +$76.3K | 3.87% | 9 |
|
|
2022
Q1 | $2.94M | Sell |
58,468
-10,705
| -15% | -$538K | 3.83% | 11 |
|
|
2021
Q4 | $3.49M | Buy |
+69,173
| New | +$3.49M | 3.77% | 11 |
|