Balboa Wealth Partners Jp Morgan ETF Tr Ultra Short I Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Balboa Wealth Partners holds 22,680 shares of JPST stock, worth $1.15 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
22,680
Previous 20,545 10.39%
Holding current value
$1.15 Million
Previous $1.03 Million 10.96%
% of portfolio
0.37%
Previous 0.35%

Shares

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

May 13, 2024
BUY
$50.23 - $50.49 $107,241 - $107,796
2,135 Added 10.39%
22,680 $1.14 Million
Q4 2023

Feb 09, 2024
BUY
$49.96 - $50.44 $180,905 - $182,643
3,621 Added 21.4%
20,545 $1.03 Million
Q3 2023

Oct 23, 2023
BUY
$49.94 - $50.25 $288,203 - $289,992
5,771 Added 51.74%
16,924 $849,000
Q2 2023

Aug 08, 2023
SELL
$50.04 - $50.36 $6,255 - $6,295
-125 Reduced 1.11%
11,153 $559,000
Q1 2023

May 11, 2023
SELL
$50.12 - $50.36 $5,864 - $5,892
-117 Reduced 1.03%
11,278 $567,000
Q4 2022

Feb 14, 2023
BUY
$50.02 - $50.25 $141,406 - $142,056
2,827 Added 32.99%
11,395 $571,000
Q3 2022

Jan 04, 2023
BUY
$50.0 - $50.22 $428,400 - $430,284
8,568 New
8,568 $430,000

Others Institutions Holding JPST

# of Institutions
1,035
Shares Held
321M
Call Options Held
0
Put Options Held
0
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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