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

Baker Tilly Wealth Management, LLC

  • $542 Million
  • Q1 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 394,015 shares of JPST stock, worth $19.9 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares
394,015
Previous 369,636 6.6%
Holding current value
$19.9 Million
Previous $18.6 Million 7.07%
% of portfolio
3.67%
Previous 3.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$50.23 - $50.49 $1.22 Million - $1.23 Million
24,379 Added 6.6%
394,015 $19.9 Million
Q4 2023

Jan 10, 2024
SELL
$49.96 - $50.44 $2.35 Million - $2.38 Million
-47,088 Reduced 11.3%
369,636 $18.6 Million
Q3 2023

Oct 10, 2023
BUY
$49.94 - $50.25 $298,691 - $300,545
5,981 Added 1.46%
416,724 $20.9 Million
Q2 2023

Jul 20, 2023
BUY
$50.04 - $50.36 $2.48 Million - $2.5 Million
49,610 Added 13.74%
410,743 $20.6 Million
Q1 2023

Apr 12, 2023
BUY
$50.12 - $50.36 $8.01 Million - $8.05 Million
159,860 Added 79.42%
361,133 $18.2 Million
Q4 2022

Jan 26, 2023
SELL
$50.02 - $50.25 $4.82 Million - $4.84 Million
-96,267 Reduced 32.35%
201,273 $0
Q3 2022

Oct 20, 2022
BUY
$50.0 - $50.22 $204,050 - $204,947
4,081 Added 1.39%
297,540 $14.9 Million
Q2 2022

Jul 28, 2022
SELL
$50.06 - $50.26 $1.75 Million - $1.76 Million
-35,006 Reduced 10.66%
293,459 $14.7 Million
Q1 2022

Apr 27, 2022
SELL
$50.22 - $50.49 $406,380 - $408,565
-8,092 Reduced 2.4%
328,465 $16.5 Million
Q4 2021

Feb 08, 2022
BUY
$50.47 - $50.71 $17 Million - $17.1 Million
336,557 New
336,557 $17 Million

Others Institutions Holding JPST

# of Institutions
1,011
Shares Held
320M
Call Options Held
0
Put Options Held
8.61K
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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