Appleton Partners Inc Jp Morgan ETF Tr Ultra Short I Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

A detailed history of Appleton Partners Inc transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Appleton Partners Inc holds 482,233 shares of JPST stock, worth $24.4 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

482,233

Previous 493,462 2.28%

Holding current value

$24.4 Million

Previous $24.9 Million 1.77%

% of portfolio

1.89%

Previous 1.84%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$50.39 - $50.66 $565,829 - $568,861	-11,229 Reduced 2.28%	482,233 $24.4 Million
Q4 2024 Jan 28, 2025	SELL	$50.37 - $50.6 $4.3 Million - $4.32 Million	-85,396 Reduced 14.75%	493,462 $24.9 Million
Q3 2024 Oct 01, 2024	SELL	$50.25 - $50.74 $1.16 Million - $1.17 Million	-23,082 Reduced 3.83%	578,858 $29.4 Million
Q2 2024 Jul 02, 2024	SELL	$50.22 - $50.48 $2.25 Million - $2.27 Million	-44,896 Reduced 6.94%	601,940 $30.4 Million
Q1 2024 Apr 01, 2024	SELL	$50.23 - $50.49 $10.6 Million - $10.7 Million	-211,485 Reduced 24.64%	646,836 $32.6 Million
Q4 2023 Jan 02, 2024	SELL	$49.96 - $50.44 $5.83 Million - $5.88 Million	-116,659 Reduced 11.97%	858,321 $43.1 Million
Q3 2023 Oct 03, 2023	SELL	$49.94 - $50.25 $5.78 Million - $5.82 Million	-115,736 Reduced 10.61%	974,980 $48.9 Million
Q2 2023 Jul 10, 2023	SELL	$50.04 - $50.36 $11.4 Million - $11.5 Million	-228,553 Reduced 17.32%	1,090,716 $54.7 Million
Q1 2023 Apr 10, 2023	BUY	$50.12 - $50.36 $13 Million - $13 Million	258,791 Added 24.4%	1,319,269 $66.4 Million
Q4 2022 Jan 19, 2023	BUY	$50.0 - $50.25 $4.57 Million - $4.59 Million	91,420 Added 9.43%	1,060,478 $53.2 Million
Q3 2022 Oct 27, 2022	SELL	$50.0 - $50.22 $508,400 - $510,636	-10,168 Reduced 1.04%	969,058 $48.6 Million
Q2 2022 Jul 08, 2022	BUY	$50.06 - $50.26 $14.6 Million - $14.7 Million	291,904 Added 42.47%	979,226 $49 Million
Q1 2022 Apr 05, 2022	BUY	$50.22 - $50.49 $2.64 Million - $2.65 Million	52,565 Added 8.28%	687,322 $34.6 Million
Q4 2021 Feb 03, 2022	SELL	$50.47 - $50.71 $964,683 - $969,270	-19,114 Reduced 2.92%	634,757 $32 Million
Q3 2021 Oct 14, 2021	BUY	$50.69 - $50.74 $2.58 Million - $2.58 Million	50,886 Added 8.44%	653,871 $33.2 Million
Q2 2021 Jul 07, 2021	BUY	$50.71 - $50.77 $1.77 Million - $1.77 Million	34,810 Added 6.13%	602,985 $30.6 Million
Q1 2021 Apr 19, 2021	SELL	$50.72 - $50.82 $1.96 Million - $1.97 Million	-38,730 Reduced 6.38%	568,175 $28.8 Million
Q4 2020 Jan 19, 2021	BUY	$50.74 - $50.83 $2.38 Million - $2.39 Million	46,985 Added 8.39%	606,905 $30.8 Million
Q3 2020 Oct 14, 2020	SELL	$50.71 - $50.88 $2.24 Million - $2.25 Million	-44,240 Reduced 7.32%	559,920 $28.4 Million
Q2 2020 Aug 14, 2020	BUY	$49.62 - $50.75 $51,455 - $52,627	1,037 Added 0.17%	604,160 $30.6 Million
Q1 2020 May 04, 2020	BUY	$48.93 - $50.6 $432,883 - $447,658	8,847 Added 1.49%	603,123 $30 Million
Q4 2019 Jan 13, 2020	SELL	$50.41 - $50.54 $3.22 Million - $3.23 Million	-63,944 Reduced 9.71%	594,276 $30 Million
Q3 2019 Nov 04, 2019	SELL	$50.4 - $50.52 $2.02 Million - $2.02 Million	-40,072 Reduced 5.74%	658,220 $33.2 Million
Q2 2019 Jul 25, 2019	BUY	$50.27 - $50.49 $971,467 - $975,719	19,325 Added 2.85%	698,292 $35.2 Million
Q1 2019 Apr 17, 2019	BUY	$50.09 - $50.4 $5.43 Million - $5.46 Million	108,432 Added 19.01%	678,967 $34.2 Million
Q4 2018 Jan 17, 2019	BUY	$50.12 - $50.25 $12.9 Million - $12.9 Million	256,500 Added 81.68%	570,535 $28.6 Million
Q3 2018 Oct 09, 2018	BUY	$50.11 - $50.27 $5.97 Million - $5.99 Million	119,195 Added 61.18%	314,035 $15.7 Million
Q2 2018 Aug 08, 2018	BUY	$50.04 - $50.21 $5.49 Million - $5.51 Million	109,725 Added 128.91%	194,840 $9.76 Million
Q1 2018 Apr 11, 2018	BUY	$50.01 - $50.14 $4.26 Million - $4.27 Million	85,115 New	85,115 $4.26 Million

Others Institutions Holding JPST

# of Institutions

1,210

Shares Held

450M

Call Options Held

Put Options Held

1.1K

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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Account

Appleton Partners Inc Jp Morgan ETF Tr Ultra Short I Transaction History