Clearstead Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,934 shares of JPST stock, worth $97,841. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,934

Previous 1,934 -0.0%

Holding current value

$97,841

Previous $97,000 1.03%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$50.39 - $50.66 $21,516 - $21,631	-427 Reduced 18.09%	1,934 $97,000
Q4 2024 Feb 10, 2025	BUY	$50.37 - $50.6 $5,037 - $5,060	100 Added 4.42%	2,361 $118,000
Q2 2024 Aug 09, 2024	BUY	$50.22 - $50.48 $113,547 - $114,135	2,261 New	2,261 $114,000
Q4 2023 Feb 12, 2024	SELL	$49.96 - $50.44 $49,210 - $49,683	-985 Reduced 55.31%	796 $39,000
Q3 2023 Nov 07, 2023	BUY	$49.94 - $50.25 $74,810 - $75,274	1,498 Added 529.33%	1,781 $89,000
Q2 2023 Aug 07, 2023	SELL	$50.04 - $50.36 $73,909 - $74,381	-1,477 Reduced 83.92%	283 $14,000
Q3 2022 Nov 14, 2022	SELL	$50.0 - $50.22 $25,000 - $25,110	-500 Reduced 22.12%	1,760 $88,000
Q2 2022 Aug 12, 2022	SELL	$50.06 - $50.26 $2,503 - $2,513	-50 Reduced 2.16%	2,260 $113,000
Q4 2021 Feb 14, 2022	BUY	$50.47 - $50.71 $116,585 - $117,140	2,310 New	2,310 $117,000

Others Institutions Holding JPST

# of Institutions

1,226

Shares Held

451M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
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Clearstead Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History