Beta Wealth Group, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Beta Wealth Group, Inc.

$184 Million
Q2 2025

A detailed history of Beta Wealth Group, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 6,480 shares of JPST stock, worth $328,600. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,480

Previous 4,018 61.27%

Holding current value

$328,600

Previous $203,000 61.58%

% of portfolio

0.18%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$50.36 - $50.68 $123,986 - $124,774	2,462 Added 61.27%	6,480 $328,000
Q1 2025 May 08, 2025	BUY	$50.39 - $50.66 $202,467 - $203,551	4,018 New	4,018 $203,000
Q4 2022 Feb 10, 2023	BUY	$50.0 - $50.25 $10,150 - $10,200	203 Added 0.87%	23,579 $1.18 Million
Q3 2022 Nov 01, 2022	SELL	$50.0 - $50.22 $46,200 - $46,403	-924 Reduced 3.8%	23,376 $1.17 Million
Q2 2022 Aug 05, 2022	SELL	$50.06 - $50.26 $3,954 - $3,970	-79 Reduced 0.32%	24,300 $1.22 Million
Q1 2022 May 12, 2022	BUY	$50.22 - $50.49 $1.22 Million - $1.23 Million	24,379 New	24,379 $1.23 Million
Q1 2021 May 11, 2021	SELL	$50.72 - $50.82 $1.21 Million - $1.21 Million	-23,854 Closed	0 $0
Q4 2020 Mar 18, 2021	BUY	$50.74 - $50.83 $1.21 Million - $1.21 Million	23,854 New	23,854 $1.21 Million

Others Institutions Holding JPST

# of Institutions

1,244

Shares Held

455M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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Beta Wealth Group, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History