Forza Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Forza Wealth Management, LLC

$192 Billion
Q1 2024

A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Forza Wealth Management, LLC holds 127,005 shares of JPST stock, worth $6.39 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

127,005

Previous 129,985 2.29%

Holding current value

$6.39 Million

Previous $6.53 Billion 1.86%

% of portfolio

3.33%

Previous 3.6%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$50.23 - $50.49 $149,685 - $150,460	-2,980 Reduced 2.29%	127,005 $6.41 Billion
Q4 2023 Jan 24, 2024	BUY	$49.96 - $50.44 $110,161 - $111,220	2,205 Added 1.73%	129,985 $6.53 Billion
Q3 2023 Oct 24, 2023	SELL	$49.94 - $50.25 $59,928 - $60,300	-1,200 Reduced 0.93%	127,780 $6.41 Billion
Q2 2023 Jul 25, 2023	SELL	$50.04 - $50.36 $585,468 - $589,212	-11,700 Reduced 8.32%	128,980 $6.47 Billion
Q1 2023 May 03, 2023	SELL	$50.12 - $50.36 $160,384 - $161,152	-3,200 Reduced 2.22%	140,680 $7.08 Billion

Q4 2022 Feb 06, 2023	BUY	$50.02 - $50.25 $7.2 Million - $7.23 Million	143,880 New	143,880 $7.21 Billion

Others Institutions Holding JPST

# of Institutions

1,015

Shares Held

320M

Call Options Held

Put Options Held

8.61K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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Forza Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History