Kingswood Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 88,570 shares of JPST stock, worth $4.47 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

88,570

Previous 41,032 115.86%

Holding current value

$4.47 Million

Previous $2.08 Billion 114.28%

% of portfolio

0.34%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$50.37 - $50.6 $2.39 Million - $2.41 Million	47,538 Added 115.86%	88,570 $4.46 Billion
Q3 2024 Oct 21, 2024	SELL	$50.25 - $50.74 $325,921 - $329,099	-6,486 Reduced 13.65%	41,032 $2.08 Billion
Q2 2024 Jul 09, 2024	BUY	$50.22 - $50.48 $156,736 - $157,548	3,121 Added 7.03%	47,518 $2.4 Billion
Q1 2024 Apr 15, 2024	BUY	$50.23 - $50.49 $282,694 - $284,157	5,628 Added 14.52%	44,397 $2.24 Billion
Q4 2023 Jan 16, 2024	SELL	$49.96 - $50.44 $385,091 - $388,791	-7,708 Reduced 16.58%	38,769 $1.95 Billion
Q3 2023 Oct 23, 2023	BUY	$49.94 - $50.25 $2.32 Million - $2.34 Million	46,477 New	46,477 $2.33 Billion

Others Institutions Holding JPST

# of Institutions

1,141

Shares Held

417M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History