Congress Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Congress Wealth Management LLC holds 21,181 shares of JPST stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,181

Previous 4,999 323.7%

Holding current value

$1.07 Million

Previous $252,000 326.19%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$50.25 - $50.74 $813,145 - $821,074	16,182 Added 323.7%	21,181 $1.07 Million
Q2 2024 Aug 13, 2024	SELL	$50.22 - $50.48 $88,336 - $88,794	-1,759 Reduced 26.03%	4,999 $252,000
Q1 2024 Apr 18, 2024	BUY	$50.23 - $50.49 $339,454 - $341,211	6,758 New	6,758 $340,000
Q4 2022 Feb 02, 2023	BUY	$50.0 - $50.25 $225,950 - $227,079	4,519 New	4,519 $226,000
Q2 2022 Aug 11, 2022	SELL	$50.06 - $50.26 $7.05 Million - $7.08 Million	-140,848 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$50.22 - $50.49 $31.3 Million - $31.5 Million	-624,143 Reduced 81.59%	140,848 $7.08 Million
Q4 2021 Feb 04, 2022	BUY	$50.47 - $50.71 $38.6 Million - $38.8 Million	764,991 New	764,991 $38.6 Million

Others Institutions Holding JPST

# of Institutions

1,056

Shares Held

365M

Call Options Held

Put Options Held

4.68K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
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Congress Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History