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

Evergreen Wealth Solutions, LLC

$143 Million
Q4 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 6,166 shares of JPST stock, worth $312,122. This represents 0.22% of its overall portfolio holdings.

Number of Shares

6,166

Previous 5,100 20.9%

Holding current value

$312,122

Previous $258,000 20.16%

% of portfolio

0.22%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,158

Shares Held

415M

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