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

Atticus Wealth Management, LLC

$294 Million
Q4 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 9,771 shares of JPST stock, worth $494,119. This represents 0.17% of its overall portfolio holdings.

Number of Shares

9,771

Previous 11,645 16.09%

Holding current value

$494,119

Previous $590,000 16.61%

% of portfolio

0.17%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$50.37 - $50.6 $94,393 - $94,824	-1,874 Reduced 16.09%	9,771 $492,000
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

1,078

Shares Held

372M

Call Options Held

Put Options Held

4.68K

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

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.

Account

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