Wealth Plan Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,554 shares of JPST stock, worth $331,042. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,554
Previous 6,054 8.26%
Holding current value
$331,042
Previous $306 Million 8.84%
% of portfolio
0.04%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$50.25 - $50.74 $25,125 - $25,370
500 Added 8.26%
6,554 $333 Million
Q2 2024

Aug 09, 2024
SELL
$50.22 - $50.48 $13,760 - $13,831
-274 Reduced 4.33%
6,054 $306 Million
Q1 2024

May 07, 2024
SELL
$50.23 - $50.49 $10,899 - $10,956
-217 Reduced 3.32%
6,328 $319 Million
Q4 2023

Jan 05, 2024
SELL
$49.96 - $50.44 $29,576 - $29,860
-592 Reduced 8.29%
6,545 $329 Million
Q3 2023

Nov 01, 2023
BUY
$49.94 - $50.25 $157,061 - $158,036
3,145 Added 78.78%
7,137 $358 Million
Q2 2023

Jul 31, 2023
SELL
$50.04 - $50.36 $157,375 - $158,382
-3,145 Reduced 44.07%
3,992 $200 Million
Q1 2023

May 10, 2023
SELL
$50.12 - $50.36 $237,468 - $238,605
-4,738 Reduced 39.9%
7,137 $359 Million
Q4 2022

Feb 16, 2023
SELL
$50.0 - $50.25 $399,650 - $401,648
-7,993 Reduced 40.23%
11,875 $597 Million
Q1 2022

May 03, 2022
SELL
$50.22 - $50.49 $1.32 Million - $1.33 Million
-26,269 Reduced 56.94%
19,868 $998,000
Q4 2021

Feb 01, 2022
BUY
$50.47 - $50.71 $13,324 - $13,387
264 Added 0.58%
46,137 $2.33 Million
Q3 2021

Dec 09, 2021
SELL
$50.69 - $50.74 $276,767 - $277,040
-5,460 Reduced 10.64%
45,873 $2.33 Million
Q2 2021

Aug 19, 2021
BUY
$50.71 - $50.77 $2.05 Million - $2.05 Million
40,417 Added 370.25%
51,333 $2.6 Million
Q1 2021

May 11, 2021
BUY
$50.72 - $50.82 $118,380 - $118,613
2,334 Added 27.2%
10,916 $554,000
Q4 2020

Feb 09, 2021
SELL
$50.74 - $50.83 $145,623 - $145,882
-2,870 Reduced 25.06%
8,582 $436,000
Q3 2020

Dec 18, 2020
SELL
$50.71 - $50.88 $35,750 - $35,870
-705 Reduced 5.8%
11,452 $581,000
Q2 2020

Aug 19, 2020
BUY
$49.62 - $50.75 $16,870 - $17,255
340 Added 2.88%
12,157 $618,000
Q1 2020

May 15, 2020
BUY
$48.93 - $50.6 $578,205 - $597,940
11,817 New
11,817 $595,000
Q4 2018

Feb 20, 2019
SELL
$50.12 - $50.25 $225,038 - $225,622
-4,490 Closed
0 $0
Q3 2018

Nov 21, 2018
BUY
$50.11 - $50.27 $224,993 - $225,712
4,490 New
4,490 $226,000

Others Institutions Holding JPST

# of Institutions
1,054
Shares Held
365M
Call Options Held
0
Put Options Held
4.68K
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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