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

Core Wealth Advisors, Inc.

$329 Million
Q2 2025

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 16,139 shares of JPST stock, worth $816,794. This represents 0.25% of its overall portfolio holdings.

Number of Shares

16,139

Previous 16,139 -0.0%

Holding current value

$816,794

Previous $817,000 -0.0%

% of portfolio

0.25%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$50.39 - $50.66 $21,768 - $21,885	432 Added 2.75%	16,139 $817,000
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

1,232

Shares Held

453M

Call Options Held

Put Options Held

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