A detailed history of Carolinas Wealth Consulting LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 185,184 shares of JPST stock, worth $9.35 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
185,184
Previous 175,857 5.3%
Holding current value
$9.35 Million
Previous $8.88 Million 5.87%
% of portfolio
1.63%
Previous 1.64%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$50.25 - $50.74 $468,681 - $473,251
9,327 Added 5.3%
185,184 $9.4 Million
Q2 2024

Aug 12, 2024

BUY
$50.22 - $50.48 $946,295 - $951,194
18,843 Added 12.0%
175,857 $8.88 Million
Q1 2024

May 14, 2024

BUY
$50.23 - $50.49 $900,222 - $904,881
17,922 Added 12.88%
157,014 $7.92 Million
Q4 2023

Feb 13, 2024

SELL
$49.96 - $50.44 $1.23 Million - $1.24 Million
-24,608 Reduced 15.03%
139,092 $6.99 Million
Q3 2023

Nov 14, 2023

SELL
$49.94 - $50.25 $1.91 Million - $1.92 Million
-38,147 Reduced 18.9%
163,700 $8.21 Million
Q2 2023

Aug 14, 2023

SELL
$50.04 - $50.36 $498,998 - $502,189
-9,972 Reduced 4.71%
201,847 $10.1 Million
Q1 2023

May 15, 2023

BUY
$50.12 - $50.36 $4.81 Million - $4.84 Million
96,024 Added 82.93%
211,819 $10.7 Million
Q4 2022

Feb 14, 2023

BUY
$50.0 - $50.25 $1.29 Million - $1.3 Million
25,881 Added 28.78%
115,795 $5.8 Million
Q3 2022

Nov 14, 2022

SELL
$50.0 - $50.22 $817,500 - $821,097
-16,350 Reduced 15.39%
89,914 $4.51 Million
Q2 2022

Aug 16, 2022

SELL
$50.06 - $50.26 $1.26 Million - $1.27 Million
-25,175 Reduced 19.15%
106,264 $5.32 Million
Q1 2022

May 17, 2022

SELL
$50.22 - $50.49 $1.75 Million - $1.76 Million
-34,898 Reduced 20.98%
131,439 $6.61 Million
Q4 2021

Feb 14, 2022

BUY
$50.47 - $50.71 $460,185 - $462,373
9,118 Added 5.8%
166,337 $8.4 Million
Q3 2021

Nov 15, 2021

BUY
$50.69 - $50.74 $2.44 Million - $2.45 Million
48,206 Added 44.22%
157,219 $7.97 Million
Q2 2021

Aug 17, 2021

BUY
$50.71 - $50.77 $3.41 Million - $3.41 Million
67,249 Added 161.02%
109,013 $5.53 Million
Q1 2021

May 17, 2021

BUY
$50.72 - $50.82 $2.03 Million - $2.03 Million
40,036 Added 2316.9%
41,764 $2.12 Million
Q4 2020

Feb 16, 2021

BUY
$50.74 - $50.83 $62,359 - $62,470
1,229 Added 246.29%
1,728 $88,000
Q3 2020

Nov 12, 2020

BUY
$50.71 - $50.88 $20,081 - $20,148
396 Added 384.47%
499 $25,000
Q2 2020

Aug 13, 2020

BUY
$49.62 - $50.75 $5,110 - $5,227
103 New
103 $5,000

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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