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

National Wealth Management Group, LLC

$152 Billion
Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, National Wealth Management Group, LLC holds 14,051 shares of JPST stock, worth $709,997. This represents 0.47% of its overall portfolio holdings.

Number of Shares

14,051

Previous 9,691 44.99%

Holding current value

$709,997

Previous $488 Million 45.74%

% of portfolio

0.47%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$50.39 - $50.66 $219,700 - $220,877	4,360 Added 44.99%	14,051 $711 Million
Q4 2024 Feb 12, 2025	BUY	$50.37 - $50.6 $90,212 - $90,624	1,791 Added 22.67%	9,691 $488 Million
Q3 2024 Nov 13, 2024	SELL	$50.25 - $50.74 $76,681 - $77,429	-1,526 Reduced 16.19%	7,900 $401 Million
Q2 2024 Aug 09, 2024	SELL	$50.22 - $50.48 $182,800 - $183,747	-3,640 Reduced 27.86%	9,426 $476 Million
Q1 2024 May 17, 2024	SELL	$50.23 - $50.49 $430,420 - $432,648	-8,569 Reduced 39.61%	13,066 $659 Million
Q4 2023 Feb 01, 2024	SELL	$49.96 - $50.44 $108,413 - $109,454	-2,170 Reduced 9.12%	21,635 $1.09 Billion
Q3 2023 Nov 13, 2023	SELL	$49.94 - $50.25 $19,676 - $19,798	-394 Reduced 1.63%	23,805 $1.19 Billion
Q2 2023 Aug 09, 2023	BUY	$50.04 - $50.36 $86,569 - $87,122	1,730 Added 7.7%	24,199 $1.21 Billion
Q1 2023 May 15, 2023	BUY	$50.12 - $50.36 $1.13 Million - $1.13 Million	22,469 New	22,469 $1.13 Billion
Q4 2022 Nov 17, 2023	SELL	$50.0 - $50.25 $433,550 - $435,717	-8,671 Reduced 20.06%	34,554 $1.73 Billion
Q3 2022 Nov 17, 2023	BUY	$50.0 - $50.22 $971,000 - $975,272	19,420 Added 81.58%	43,225 $2.17 Billion
Q2 2022 Nov 17, 2023	BUY	$50.06 - $50.26 $1.38 Million - $1.39 Million	27,653 Added 146.65%	46,510 $2.33 Billion
Q1 2022 Nov 17, 2023	SELL	$50.22 - $50.49 $545,288 - $548,220	-10,858 Reduced 36.54%	18,857 $948 Million
Q4 2021 Nov 17, 2023	BUY	$50.47 - $50.71 $298,277 - $299,696	5,910 Added 24.83%	29,715 $1.5 Billion

Others Institutions Holding JPST

# of Institutions

1,209

Shares Held

450M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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National Wealth Management Group, LLC Jp Morgan ETF Tr Ultra Short I Transaction History