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

Evergreen Wealth Solutions, LLC

  • $160 Million
  • Q2 2025

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 8,825 shares of JPST stock, worth $447,515. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,825
Previous 7,700 14.61%
Holding current value
$447,515
Previous $389,000 14.91%
% of portfolio
0.28%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$50.36 - $50.68 $56,655 - $57,015
1,125 Added 14.61%
8,825 $447,000
Q1 2025

May 14, 2025
BUY
$50.39 - $50.66 $77,298 - $77,712
1,534 Added 24.88%
7,700 $389,000
Q4 2024

Feb 14, 2025
BUY
$50.37 - $50.6 $53,694 - $53,939
1,066 Added 20.9%
6,166 $310,000
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
1,231
Shares Held
454M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Evergreen Wealth Solutions, LLC Portfolio

Follow Evergreen Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email