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

Core Wealth Advisors, Inc.

$301 Million
Q4 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 15,707 shares of JPST stock, worth $793,360. This represents 0.26% of its overall portfolio holdings.

Number of Shares

15,707

Previous 13,728 14.42%

Holding current value

$793,360

Previous $696,000 13.65%

% of portfolio

0.26%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$50.37 - $50.6 $99,682 - $100,137	1,979 Added 14.42%	15,707 $791,000
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

1,152

Shares Held

414M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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