A detailed history of Bdo Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 2,173 shares of JPST stock, worth $109,519. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,173
Previous 2,347 7.41%
Holding current value
$109,519
Previous $118,000 8.47%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

SELL
$50.04 - $50.36 $8,706 - $8,762
-174 Reduced 7.41%
2,173 $108,000
Q1 2023

May 09, 2023

SELL
$50.12 - $50.36 $1.53 Million - $1.54 Million
-30,511 Reduced 92.86%
2,347 $118,000
Q4 2022

Jan 27, 2023

SELL
$50.0 - $50.25 $259,150 - $260,445
-5,183 Reduced 13.62%
32,858 $0
Q3 2022

Nov 02, 2022

BUY
$50.0 - $50.22 $200,000 - $200,880
4,000 Added 11.75%
38,041 $1.91 Million
Q2 2022

Aug 25, 2022

BUY
$50.06 - $50.26 $488,936 - $490,889
9,767 Added 40.24%
34,041 $1.71 Million
Q1 2022

May 06, 2022

BUY
$50.22 - $50.49 $135,945 - $136,676
2,707 Added 12.55%
24,274 $1.22 Million
Q4 2021

Feb 11, 2022

SELL
$50.47 - $50.71 $189,413 - $190,314
-3,753 Reduced 14.82%
21,567 $1.09 Million
Q3 2021

Nov 09, 2021

SELL
$50.69 - $50.74 $228,966 - $229,192
-4,517 Reduced 15.14%
25,320 $1.28 Million
Q2 2021

Sep 03, 2021

BUY
$50.71 - $50.77 $174,949 - $175,156
3,450 Added 13.07%
29,837 $1.51 Million
Q1 2021

May 14, 2021

BUY
$50.72 - $50.82 $355,242 - $355,943
7,004 Added 36.13%
26,387 $1.34 Million
Q4 2020

Feb 12, 2021

BUY
$50.74 - $50.83 $937,827 - $939,490
18,483 Added 2053.67%
19,383 $984,000
Q3 2020

Nov 12, 2020

SELL
$50.71 - $50.88 $187,525 - $188,154
-3,698 Reduced 80.43%
900 $46,000
Q2 2020

Aug 14, 2020

BUY
$49.62 - $50.75 $228,152 - $233,348
4,598 New
4,598 $233,000

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.