Benchmark Financial Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Benchmark Financial Wealth Advisors, LLC

$264 Million
Q1 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 6,049 shares of JPST stock, worth $306,200. This represents 0.12% of its overall portfolio holdings.

Number of Shares

6,049

Previous 5,980 1.15%

Holding current value

$306,200

Previous $301,000 1.66%

% of portfolio

0.12%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$50.39 - $50.66 $3,476 - $3,495	69 Added 1.15%	6,049 $306,000
Q4 2024 Jan 27, 2025	BUY	$50.37 - $50.6 $301,212 - $302,588	5,980 New	5,980 $301,000
Q2 2024 Jul 23, 2024	BUY	$50.22 - $50.48 $4,720 - $4,745	94 Added 1.34%	7,098 $358,000
Q1 2024 Apr 22, 2024	BUY	$50.23 - $50.49 $351,810 - $353,631	7,004 New	7,004 $353,000
Q2 2022 Jul 22, 2022	BUY	$50.06 - $50.26 $600 - $603	12 Added 0.2%	5,953 $298,000
Q1 2022 Apr 22, 2022	BUY	$50.22 - $50.49 $301 - $302	6 Added 0.1%	5,941 $299,000
Q4 2021 Jan 26, 2022	SELL	$50.47 - $50.71 $6.94 Million - $6.97 Million	-137,452 Reduced 95.86%	5,935 $300,000
Q3 2021 Oct 26, 2021	SELL	$50.69 - $50.74 $1.03 Million - $1.03 Million	-20,358 Reduced 12.43%	143,387 $7.27 Million
Q2 2021 Jul 26, 2021	BUY	$50.71 - $50.77 $4.25 Million - $4.25 Million	83,752 Added 104.7%	163,745 $8.31 Million
Q1 2021 Apr 26, 2021	BUY	$50.72 - $50.82 $4.06 Million - $4.07 Million	79,993 New	79,993 $4.06 Million

Others Institutions Holding JPST

# of Institutions

1,210

Shares Held

450M

Call Options Held

Put Options Held

1.1K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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Benchmark Financial Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History