Confluence Wealth Services, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 26,319 shares of JPST stock, worth $1.33 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,319
Previous 21,972 19.78%
Holding current value
$1.33 Million
Previous $1.11 Million 19.87%
% of portfolio
0.08%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$50.36 - $50.68 $218,914 - $220,305
4,347 Added 19.78%
26,319 $1.33 Million
Q1 2025

Apr 24, 2025
BUY
$50.39 - $50.66 $146,131 - $146,914
2,900 Added 15.21%
21,972 $1.11 Million
Q4 2024

Jan 27, 2025
SELL
$50.37 - $50.6 $188,988 - $189,851
-3,752 Reduced 16.44%
19,072 $960,000
Q3 2024

Oct 29, 2024
BUY
$50.25 - $50.74 $419,085 - $423,171
8,340 Added 57.58%
22,824 $1.16 Million
Q2 2024

Jul 31, 2024
BUY
$50.22 - $50.48 $85,022 - $85,462
1,693 Added 13.24%
14,484 $731,000
Q1 2024

Apr 22, 2024
BUY
$50.23 - $50.49 $119,195 - $119,812
2,373 Added 22.78%
12,791 $645,000
Q4 2023

Jan 25, 2024
SELL
$49.96 - $50.44 $48,411 - $48,876
-969 Reduced 8.51%
10,418 $523,000
Q3 2023

Nov 01, 2023
BUY
$49.94 - $50.25 $568,666 - $572,196
11,387 New
11,387 $571,000
Q1 2022

Apr 26, 2022
SELL
$50.22 - $50.49 $29,730 - $29,890
-592 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$50.47 - $50.71 $29,878 - $30,020
592 New
592 $29,000

Others Institutions Holding JPST

# of Institutions
1,244
Shares Held
455M
Call Options Held
0
Put Options Held
0
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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