Capital Advisors Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Capital Advisors Wealth Management, LLC

  • $481 Million
  • Q1 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 279,635 shares of JPST stock, worth $14.1 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
279,635
Previous 259,925 7.58%
Holding current value
$14.1 Million
Previous $13.1 Million 8.05%
% of portfolio
2.93%
Previous 2.96%

Shares

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

Apr 12, 2024
BUY
$50.23 - $50.49 $990,033 - $995,157
19,710 Added 7.58%
279,635 $14.1 Million
Q4 2023

Jan 08, 2024
BUY
$49.96 - $50.44 $1.09 Million - $1.11 Million
21,908 Added 9.2%
259,925 $13.1 Million
Q3 2023

Oct 10, 2023
SELL
$49.94 - $50.25 $973,180 - $979,221
-19,487 Reduced 7.57%
238,017 $11.9 Million
Q2 2023

Jul 11, 2023
BUY
$50.04 - $50.36 $65,552 - $65,971
1,310 Added 0.51%
257,504 $12.9 Million
Q1 2023

Apr 14, 2023
BUY
$50.12 - $50.36 $5.56 Million - $5.58 Million
110,872 Added 76.29%
256,194 $12.9 Million
Q4 2022

Feb 09, 2023
SELL
$50.02 - $50.25 $5.59 Million - $5.61 Million
-111,686 Reduced 43.46%
145,322 $7.28 Million
Q3 2022

Nov 14, 2022
BUY
$50.0 - $50.22 $3.83 Million - $3.85 Million
76,604 Added 42.46%
257,008 $12.9 Million
Q2 2022

Aug 04, 2022
BUY
$50.06 - $50.26 $4.46 Million - $4.48 Million
89,121 Added 97.63%
180,404 $9.04 Million
Q1 2022

May 09, 2022
BUY
$50.22 - $50.49 $4.58 Million - $4.61 Million
91,283 New
91,283 $4.59 Million

Others Institutions Holding JPST

# of Institutions
1,015
Shares Held
320M
Call Options Held
0
Put Options Held
8.61K
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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