YHB Investment Advisors’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 | $8.39M | Buy |
165,560
+27,621
| +20% | +$1.4M | 0.65% | 42 |
|
|
2025
Q1 | $6.98M | Buy |
137,939
+25,637
| +23% | +$1.3M | 0.58% | 47 |
|
|
2024
Q4 | $5.66M | Buy |
112,302
+4,539
| +4% | +$229K | 0.46% | 53 |
|
|
2024
Q3 | $5.47M | Sell |
107,763
-5,339
| -5% | -$271K | 0.45% | 53 |
|
|
2024
Q2 | $5.71M | Buy |
113,102
+17,769
| +19% | +$897K | 0.49% | 51 |
|
|
2024
Q1 | $4.81M | Buy |
95,333
+22,933
| +32% | +$1.16M | 0.43% | 64 |
|
|
2023
Q4 | $3.64M | Sell |
72,400
-6,049
| -8% | -$304K | 0.35% | 75 |
|
|
2023
Q3 | $3.94M | Sell |
78,449
-10,728
| -12% | -$538K | 0.36% | 75 |
|
|
2023
Q2 | $4.47M | Buy |
89,177
+1,031
| +1% | +$51.7K | 0.42% | 65 |
|
|
2023
Q1 | $4.44M | Sell |
88,146
-7,848
| -8% | -$395K | 0.44% | 63 |
|
|
2022
Q4 | $4.81M | Sell |
95,994
-41,413
| -30% | -$2.08M | 0.51% | 54 |
|
|
2022
Q3 | $6.89M | Sell |
137,407
-62,596
| -31% | -$3.14M | 0.77% | 33 |
|
|
2022
Q2 | $10M | Buy |
200,003
+27,282
| +16% | +$1.37M | 1.06% | 23 |
|
|
2022
Q1 | $8.68M | Buy |
172,721
+77,638
| +82% | +$3.9M | 0.77% | 36 |
|
|
2021
Q4 | $4.8M | Buy |
95,083
+14,428
| +18% | +$728K | 0.38% | 68 |
|
|
2021
Q3 | $4.09M | Sell |
80,655
-1,825
| -2% | -$92.6K | 0.35% | 76 |
|
|
2021
Q2 | $4.19M | Sell |
82,480
-8,215
| -9% | -$417K | 0.36% | 75 |
|
|
2021
Q1 | $4.6M | Sell |
90,695
-14,420
| -14% | -$732K | 0.4% | 68 |
|
|
2020
Q4 | $5.34M | Buy |
105,115
+4,410
| +4% | +$224K | 0.51% | 59 |
|
|
2020
Q3 | $5.12M | Buy |
+100,705
| New | +$5.12M | 0.56% | 49 |
|