Lodestone Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 128,632 shares of JPST stock, worth $6.5 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares
128,632
Previous 107,652 19.49%
Holding current value
$6.5 Million
Previous $5.43 Billion 20.13%
% of portfolio
3.27%
Previous 2.86%

Shares

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

Oct 29, 2024
BUY
$50.25 - $50.74 $1.05 Million - $1.06 Million
20,980 Added 19.49%
128,632 $6.53 Billion
Q2 2024

Jul 16, 2024
BUY
$50.22 - $50.48 $168,437 - $169,309
3,354 Added 3.22%
107,652 $5.43 Billion
Q1 2024

Apr 30, 2024
SELL
$50.23 - $50.49 $177,512 - $178,431
-3,534 Reduced 3.28%
104,298 $5.26 Billion
Q4 2023

Jan 24, 2024
SELL
$49.96 - $50.44 $253,746 - $256,184
-5,079 Reduced 4.5%
107,832 $5.42 Billion
Q3 2023

Oct 20, 2023
SELL
$49.94 - $50.25 $485,067 - $488,078
-9,713 Reduced 7.92%
112,911 $5.67 Billion
Q2 2023

Jul 25, 2023
BUY
$50.04 - $50.36 $15,462 - $15,561
309 Added 0.25%
122,624 $6.15 Billion
Q1 2023

May 15, 2023
BUY
$50.12 - $50.36 $952,831 - $957,393
19,011 Added 18.4%
122,315 $6.15 Billion
Q4 2022

Feb 09, 2023
BUY
$50.0 - $50.25 $5.17 Million - $5.19 Million
103,304 New
103,304 $5.18 Billion

Others Institutions Holding JPST

# of Institutions
1,056
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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