Encompass Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Encompass Wealth Advisors, LLC

  • $243 Million
  • Q1 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 215,216 shares of JPST stock, worth $10.9 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares
215,216
Previous 216,243 0.47%
Holding current value
$10.9 Million
Previous $10.9 Million 0.04%
% of portfolio
4.48%
Previous 4.44%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$50.39 - $50.66 $51,750 - $52,027
-1,027 Reduced 0.47%
215,216 $10.9 Million
Q4 2024

Jan 27, 2025
BUY
$50.37 - $50.6 $902,731 - $906,853
17,922 Added 9.04%
216,243 $10.9 Million
Q3 2024

Nov 05, 2024
BUY
$50.25 - $50.74 $45,576 - $46,021
907 Added 0.46%
198,321 $10.1 Million
Q2 2024

Aug 08, 2024
BUY
$50.22 - $50.48 $535,445 - $538,217
10,662 Added 5.71%
197,414 $9.96 Million
Q1 2024

May 10, 2024
SELL
$50.23 - $50.49 $174,549 - $175,452
-3,475 Reduced 1.83%
186,752 $9.42 Million
Q4 2023

Feb 13, 2024
BUY
$49.96 - $50.44 $46,262 - $46,707
926 Added 0.49%
190,227 $9.56 Million
Q3 2023

Nov 07, 2023
SELL
$49.94 - $50.25 $161,306 - $162,307
-3,230 Reduced 1.68%
189,301 $9.5 Million
Q2 2023

Aug 09, 2023
SELL
$50.04 - $50.36 $186,649 - $187,842
-3,730 Reduced 1.9%
192,531 $9.65 Million
Q1 2023

May 04, 2023
BUY
$50.12 - $50.36 $96,280 - $96,741
1,921 Added 0.99%
196,261 $9.88 Million
Q4 2022

Feb 01, 2023
SELL
$50.0 - $50.25 $106,950 - $107,484
-2,139 Reduced 1.09%
194,340 $9.74 Million
Q3 2022

Oct 28, 2022
BUY
$50.0 - $50.22 $10,000 - $10,044
200 Added 0.1%
196,479 $9.86 Million
Q2 2022

Aug 03, 2022
SELL
$50.06 - $50.26 $777,131 - $780,236
-15,524 Reduced 7.33%
196,279 $9.83 Million
Q1 2022

Apr 28, 2022
SELL
$50.22 - $50.49 $8,487 - $8,532
-169 Reduced 0.08%
211,803 $10.6 Million
Q4 2021

Jan 20, 2022
BUY
$50.47 - $50.71 $316,648 - $318,154
6,274 Added 3.05%
211,972 $10.7 Million
Q3 2021

Nov 16, 2021
SELL
$50.69 - $50.74 $279,048 - $279,323
-5,505 Reduced 2.61%
205,698 $10.4 Million
Q2 2021

Aug 03, 2021
SELL
$50.71 - $50.77 $1.14 Million - $1.14 Million
-22,427 Reduced 9.6%
211,203 $10.7 Million
Q1 2021

May 25, 2021
BUY
$50.72 - $50.82 $11.7 Million - $11.7 Million
229,752 Added 5924.5%
233,630 $11.8 Million
Q4 2020

Mar 09, 2021
SELL
$50.74 - $50.83 $8.78 Million - $8.79 Million
-172,952 Reduced 97.81%
3,878 $197,000
Q4 2020

Mar 09, 2021
BUY
$50.74 - $50.83 $8.97 Million - $8.99 Million
176,830 New
176,830 $8.98 Million

Others Institutions Holding JPST

# of Institutions
1,210
Shares Held
450M
Call Options Held
0
Put Options Held
1.1K
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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