Core Wealth Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 13,728 shares of JPST stock, worth $693,264. This represents 0.22% of its overall portfolio holdings.

Number of Shares

13,728

Previous 13,728 -0.0%

Holding current value

$693,264

Previous $692,000 0.58%

% of portfolio

0.22%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$50.22 - $50.48 $8,838 - $8,884	176 Added 1.3%	13,728 $692,000
Q3 2023 Nov 13, 2023	BUY	$49.94 - $50.25 $57,530 - $57,888	1,152 Added 9.29%	13,552 $680,000
Q2 2023 Aug 14, 2023	BUY	$50.04 - $50.36 $1,551 - $1,561	31 Added 0.25%	12,400 $621,000
Q1 2023 Apr 27, 2023	BUY	$50.12 - $50.36 $389,282 - $391,146	7,767 Added 168.77%	12,369 $622,000
Q4 2022 Feb 14, 2023	BUY	$50.0 - $50.25 $230,100 - $231,250	4,602 New	4,602 $230,000

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
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.

Account

Core Wealth Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History