Paradigm, Strategies in Wealth Management, LLC JPST holdings history
JPMORGAN ULTRA-SHORT INCOME · CUSIP 46641Q837 · CIK 1859579
As of 2026-06-30, Paradigm, Strategies in Wealth Management, LLC reported 244.96K JPST (shares), valued at $12.39M, or 7.55% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 6.20%; reported value decreased 6.27%, and weight changed -1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.55% | 244,963 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 8.97% | 261,146 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 9.74% | 293,304 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 10.29% | 316,839 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 10.73% | 323,309 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 11.74% | 343,889 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 11.27% | 339,426 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 11.96% | 376,348 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 17.19% | 554,405 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 17.43% | 559,874 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 14.32% | 433,317 | SEC filing ↗Filed Jan 26, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 14.32% | 433,317 | $21.77M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 17.43% | 559,874 | $28.25M | Shares increased 29.21%; reported value increased 29.77%, and weight changed +3.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 17.19% | 554,405 | $27.98M | Shares decreased 0.98%; reported value decreased 0.94%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 11.96% | 376,348 | $19.10M | Shares decreased 32.12%; reported value decreased 31.75%, and weight changed -5.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 11.27% | 339,426 | $17.10M | Shares decreased 9.81%; reported value decreased 10.47%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 11.74% | 343,889 | $17.41M | Shares increased 1.31%; reported value increased 1.84%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 10.73% | 323,309 | $16.39M | Shares decreased 5.98%; reported value decreased 5.89%, and weight changed -1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 10.29% | 316,839 | $16.07M | Shares decreased 2.00%; reported value decreased 1.90%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 9.74% | 293,304 | $14.84M | Shares decreased 7.43%; reported value decreased 7.68%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 8.97% | 261,146 | $13.22M | Shares decreased 10.96%; reported value decreased 10.93%, and weight changed -0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 7.55% | 244,963 | $12.39M | Shares decreased 6.20%; reported value decreased 6.27%, and weight changed -1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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