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

Beta Wealth Group, Inc.

$187 Million
Q3 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 9,818 shares of JPST stock, worth $497,085. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,818

Previous 6,480 51.51%

Holding current value

$497,085

Previous $328,000 51.83%

% of portfolio

0.27%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$50.47 - $50.74 $168,468 - $169,370	3,338 Added 51.51%	9,818 $498,000
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

1,257

Shares Held

469M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.

Account

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