Evergreen Wealth Solutions, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 5,100 shares of JPST stock, worth $257,550. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,100

Previous 5,100 -0.0%

Holding current value

$257,550

Previous $257,000 0.39%

% of portfolio

0.18%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$50.22 - $50.48 $19,786 - $19,889	-394 Reduced 7.17%	5,100 $257,000
Q1 2024 May 15, 2024	SELL	$50.23 - $50.49 $83,733 - $84,166	-1,667 Reduced 23.28%	5,494 $277,000
Q4 2023 Feb 07, 2024	SELL	$49.96 - $50.44 $289,068 - $291,845	-5,786 Reduced 44.69%	7,161 $359,000
Q3 2023 Nov 13, 2023	SELL	$49.94 - $50.25 $461,795 - $464,661	-9,247 Reduced 41.66%	12,947 $649,000
Q2 2023 Aug 11, 2023	SELL	$50.04 - $50.36 $765,011 - $769,903	-15,288 Reduced 40.79%	22,194 $1.11 Million
Q1 2023 May 12, 2023	BUY	$50.12 - $50.36 $365,876 - $367,628	7,300 Added 24.19%	37,482 $1.89 Million
Q4 2022 Feb 14, 2023	BUY	$50.0 - $50.25 $1.51 Million - $1.52 Million	30,182 New	30,182 $1.51 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
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Account

Evergreen Wealth Solutions, LLC Jp Morgan ETF Tr Ultra Short I Transaction History