Avidian Wealth Solutions, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 20,573 shares of JPST stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,573

Previous 19,012 8.21%

Holding current value

$1.04 Million

Previous $957,000 8.78%

% of portfolio

0.05%

Previous 0.04%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$50.39 - $50.66 $78,658 - $79,080	1,561 Added 8.21%	20,573 $1.04 Million
Q4 2024 Jan 29, 2025	BUY	$50.37 - $50.6 $259,002 - $260,185	5,142 Added 37.07%	19,012 $957,000
Q3 2024 Oct 30, 2024	SELL	$50.25 - $50.74 $118,590 - $119,746	-2,360 Reduced 14.54%	13,870 $703,000
Q2 2024 Aug 06, 2024	SELL	$50.22 - $50.48 $194,250 - $195,256	-3,868 Reduced 19.25%	16,230 $819,000
Q1 2024 May 03, 2024	SELL	$50.23 - $50.49 $945,579 - $950,474	-18,825 Reduced 48.36%	20,098 $1.01 Million
Q4 2023 Feb 06, 2024	BUY	$49.96 - $50.44 $194,294 - $196,161	3,889 Added 11.1%	38,923 $1.96 Million
Q3 2023 Oct 13, 2023	SELL	$49.94 - $50.25 $1.14 Million - $1.14 Million	-22,742 Reduced 39.36%	35,034 $1.76 Million
Q2 2023 Aug 03, 2023	SELL	$50.04 - $50.36 $5.99 Million - $6.02 Million	-119,610 Reduced 67.43%	57,776 $2.9 Million
Q1 2023 May 08, 2023	SELL	$50.12 - $50.36 $4.9 Million - $4.92 Million	-97,759 Reduced 35.53%	177,386 $8.93 Million
Q4 2022 Feb 06, 2023	SELL	$50.0 - $50.25 $4.96 Million - $4.99 Million	-99,288 Reduced 26.52%	275,145 $13.8 Million
Q3 2022 Nov 03, 2022	BUY	$50.0 - $50.22 $10.2 Million - $10.3 Million	204,431 Added 120.25%	374,433 $18.8 Million
Q2 2022 Jul 29, 2022	BUY	$50.06 - $50.26 $1.91 Million - $1.92 Million	38,208 Added 28.99%	170,002 $8.52 Million
Q1 2022 May 10, 2022	SELL	$50.22 - $50.49 $140,967 - $141,725	-2,807 Reduced 2.09%	131,794 $6.63 Million
Q4 2021 Feb 14, 2022	BUY	$50.47 - $50.71 $2.64 Million - $2.65 Million	52,356 Added 63.66%	134,601 $6.8 Million
Q3 2021 Nov 10, 2021	SELL	$50.69 - $50.74 $13,889 - $13,902	-274 Reduced 0.33%	82,245 $4.17 Million
Q2 2021 Aug 09, 2021	BUY	$50.71 - $50.77 $3.07 Million - $3.08 Million	60,626 Added 276.92%	82,519 $4.19 Million
Q1 2021 May 05, 2021	BUY	$50.72 - $50.82 $1.11 Million - $1.11 Million	21,893 New	21,893 $1.11 Million

Others Institutions Holding JPST

# of Institutions

1,209

Shares Held

450M

Call Options Held

Put Options Held

1.1K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Avidian Wealth Solutions, LLC Jp Morgan ETF Tr Ultra Short I Transaction History