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

Advocacy Wealth Management Services, LLC

$1.19 Billion
Q1 2025

A detailed history of Advocacy Wealth Management Services, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 101,898 shares of JPST stock, worth $5.15 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

101,898

Previous 90,942 12.05%

Holding current value

$5.15 Million

Previous $4.58 Million 12.64%

% of portfolio

0.43%

Previous 0.37%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$50.39 - $50.66 $552,072 - $555,030	10,956 Added 12.05%	101,898 $5.16 Million
Q4 2024 Feb 14, 2025	SELL	$50.37 - $50.6 $389,259 - $391,036	-7,728 Reduced 7.83%	90,942 $4.58 Million
Q3 2024 Oct 31, 2024	SELL	$50.25 - $50.74 $986,960 - $996,584	-19,641 Reduced 16.6%	98,670 $5.01 Million
Q2 2024 Jul 10, 2024	SELL	$50.22 - $50.48 $731,102 - $734,887	-14,558 Reduced 10.96%	118,311 $5.97 Million
Q1 2024 Apr 15, 2024	SELL	$50.23 - $50.49 $978,580 - $983,646	-19,482 Reduced 12.79%	132,869 $6.7 Million
Q4 2023 Jan 23, 2024	BUY	$49.96 - $50.44 $1.05 Million - $1.06 Million	21,029 Added 16.01%	152,351 $7.65 Million
Q3 2023 Oct 26, 2023	BUY	$49.94 - $50.25 $1.57 Million - $1.57 Million	31,339 Added 31.34%	131,322 $6.59 Million
Q2 2023 Jul 20, 2023	BUY	$50.04 - $50.36 $751,901 - $756,709	15,026 Added 17.69%	99,983 $5.01 Million
Q1 2023 Apr 14, 2023	BUY	$50.12 - $50.36 $805,328 - $809,184	16,068 Added 23.32%	84,957 $4.28 Million
Q4 2022 Jan 27, 2023	BUY	$50.0 - $50.25 $448,400 - $450,642	8,968 Added 14.97%	68,889 $0
Q3 2022 Oct 06, 2022	BUY	$50.0 - $50.22 $181,100 - $181,896	3,622 Added 6.43%	59,921 $3 Million
Q2 2022 Jul 06, 2022	SELL	$50.06 - $50.26 $55,266 - $55,487	-1,104 Reduced 1.92%	56,299 $2.82 Million
Q1 2022 Apr 04, 2022	SELL	$50.22 - $50.49 $863,984 - $868,629	-17,204 Reduced 23.06%	57,403 $2.88 Million
Q4 2021 Jan 05, 2022	SELL	$50.47 - $50.71 $195,874 - $196,805	-3,881 Reduced 4.94%	74,607 $3.77 Million
Q3 2021 Oct 05, 2021	SELL	$50.69 - $50.74 $420,727 - $421,142	-8,300 Reduced 9.56%	78,488 $3.98 Million
Q2 2021 Jul 02, 2021	SELL	$50.71 - $50.77 $1.69 Million - $1.7 Million	-33,410 Reduced 27.8%	86,788 $4.4 Million
Q1 2021 Apr 05, 2021	SELL	$50.72 - $50.82 $737,925 - $739,380	-14,549 Reduced 10.8%	120,198 $6.1 Million
Q4 2020 Jan 06, 2021	SELL	$50.74 - $50.83 $323,010 - $323,583	-6,366 Reduced 4.51%	134,747 $6.84 Million
Q3 2020 Oct 02, 2020	BUY	$50.71 - $50.88 $3.15 Million - $3.16 Million	62,087 Added 78.57%	141,113 $7.16 Million
Q2 2020 Jul 02, 2020	BUY	$49.62 - $50.75 $1.98 Million - $2.03 Million	39,979 Added 102.39%	79,026 $4.01 Million
Q1 2020 Apr 02, 2020	SELL	$48.93 - $50.6 $2.01 Million - $2.07 Million	-40,981 Reduced 51.21%	39,047 $1.94 Million
Q4 2019 Jan 06, 2020	SELL	$50.41 - $50.54 $4.79 Million - $4.8 Million	-94,944 Reduced 54.26%	80,028 $4.04 Million
Q3 2019 Oct 02, 2019	BUY	$50.4 - $50.52 $2.23 Million - $2.23 Million	44,205 Added 33.8%	174,972 $8.82 Million
Q2 2019 Jul 05, 2019	BUY	$50.27 - $50.49 $3.99 Million - $4.01 Million	79,334 Added 154.25%	130,767 $6.59 Million
Q1 2019 Apr 02, 2019	BUY	$50.09 - $50.4 $2.58 Million - $2.59 Million	51,433 New	51,433 $2.59 Million

Others Institutions Holding JPST

# of Institutions

1,209

Shares Held

450M

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 Advocacy Wealth Management Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocacy Wealth Management Services, LLC with notifications on news.

Account

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