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

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 11,645 shares of JPST stock, worth $586,908. This represents 0.21% of its overall portfolio holdings.

Number of Shares

11,645

Previous 85,351 86.36%

Holding current value

$586,908

Previous $4.31 Million 86.3%

% of portfolio

0.21%

Previous 1.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$50.25 - $50.74 $3.7 Million - $3.74 Million	-73,706 Reduced 86.36%	11,645 $590,000
Q2 2024 Jul 17, 2024	BUY	$50.22 - $50.48 $540,919 - $543,720	10,771 Added 14.44%	85,351 $4.31 Million
Q1 2024 Apr 17, 2024	BUY	$50.23 - $50.49 $193,385 - $194,386	3,850 Added 5.44%	74,580 $3.76 Million
Q4 2023 Jan 17, 2024	BUY	$49.96 - $50.44 $1.13 Million - $1.15 Million	22,718 Added 47.32%	70,730 $3.55 Million
Q3 2023 Nov 15, 2023	BUY	$49.94 - $50.25 $160,507 - $161,503	3,214 Added 7.17%	48,012 $2.41 Million
Q2 2023 Jul 20, 2023	BUY	$50.04 - $50.36 $2.24 Million - $2.26 Million	44,798 New	44,798 $2.25 Million
Q2 2022 Jul 13, 2022	SELL	$50.06 - $50.26 $124,649 - $125,147	-2,490 Closed	0 $0
Q3 2021 Oct 18, 2021	SELL	$50.69 - $50.74 $50 - $50	-1 Reduced 0.04%	2,490 $126,000
Q2 2021 Jul 21, 2021	SELL	$50.71 - $50.77 $10,649 - $10,661	-210 Reduced 7.77%	2,491 $126,000
Q1 2021 Apr 15, 2021	SELL	$50.72 - $50.82 $450,089 - $450,976	-8,874 Reduced 76.67%	2,701 $137,000
Q4 2020 Jan 20, 2021	SELL	$50.74 - $50.83 $231,932 - $232,343	-4,571 Reduced 28.31%	11,575 $588,000
Q3 2020 Oct 21, 2020	BUY	$50.71 - $50.88 $778,195 - $780,804	15,346 Added 1918.25%	16,146 $820,000
Q2 2020 Jul 15, 2020	BUY	$49.62 - $50.75 $39,696 - $40,600	800 New	800 $41,000

Others Institutions Holding JPST

# of Institutions

1,044

Shares Held

344M

Call Options Held

Put Options Held

4.68K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

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