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

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Forza Wealth Management, LLC holds 124,355 shares of JPST stock, worth $6.27 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
124,355
Previous 125,005 0.52%
Holding current value
$6.27 Million
Previous $6.31 Billion 0.01%
% of portfolio
2.89%
Previous 3.25%

Shares

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

Oct 28, 2024
SELL
$50.25 - $50.74 $32,662 - $32,981
-650 Reduced 0.52%
124,355 $6.31 Billion
Q2 2024

Jul 17, 2024
SELL
$50.22 - $50.48 $100,440 - $100,960
-2,000 Reduced 1.57%
125,005 $6.31 Billion
Q1 2024

Apr 22, 2024
SELL
$50.23 - $50.49 $149,685 - $150,460
-2,980 Reduced 2.29%
127,005 $6.41 Billion
Q4 2023

Jan 24, 2024
BUY
$49.96 - $50.44 $110,161 - $111,220
2,205 Added 1.73%
129,985 $6.53 Billion
Q3 2023

Oct 24, 2023
SELL
$49.94 - $50.25 $59,928 - $60,300
-1,200 Reduced 0.93%
127,780 $6.41 Billion
Q2 2023

Jul 25, 2023
SELL
$50.04 - $50.36 $585,468 - $589,212
-11,700 Reduced 8.32%
128,980 $6.47 Billion
Q1 2023

May 03, 2023
SELL
$50.12 - $50.36 $160,384 - $161,152
-3,200 Reduced 2.22%
140,680 $7.08 Billion
Q4 2022

Feb 06, 2023
BUY
$50.0 - $50.25 $7.19 Million - $7.23 Million
143,880 New
143,880 $7.21 Billion

Others Institutions Holding JPST

# of Institutions
1,057
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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