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

Fsm Wealth Advisors, LLC

$298 Million
Q2 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 146,596 shares of JPST stock, worth $7.43 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

146,596

Previous 125,053 17.23%

Holding current value

$7.43 Million

Previous $6.31 Million 17.28%

% of portfolio

2.48%

Previous 2.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$50.22 - $50.48 $1.08 Million - $1.09 Million	21,543 Added 17.23%	146,596 $7.4 Million
Q1 2024 May 14, 2024	BUY	$50.23 - $50.49 $368,336 - $370,243	7,333 Added 6.23%	125,053 $6.31 Million
Q4 2023 May 14, 2024	SELL	$49.96 - $50.44 $165,017 - $166,603	-3,303 Reduced 2.73%	117,720 $5.91 Million
Q3 2023 Nov 14, 2023	SELL	$49.94 - $50.25 $358,818 - $361,046	-7,185 Reduced 5.6%	121,023 $6.07 Million
Q2 2023 Jul 12, 2023	BUY	$50.04 - $50.36 $311,298 - $313,289	6,221 Added 5.1%	128,208 $6.43 Million
Q1 2023 Apr 24, 2023	BUY	$50.12 - $50.36 $504,106 - $506,520	10,058 Added 8.99%	121,987 $6.14 Million
Q4 2022 Jan 19, 2023	BUY	$50.0 - $50.25 $500,550 - $503,052	10,011 Added 9.82%	111,929 $0
Q3 2022 Oct 24, 2022	BUY	$50.0 - $50.22 $3.08 Million - $3.09 Million	61,576 Added 152.63%	101,918 $5.11 Million
Q2 2022 Aug 12, 2022	BUY	$50.06 - $50.26 $2.02 Million - $2.03 Million	40,342 New	40,342 $2.02 Million

Others Institutions Holding JPST

# of Institutions

1,055

Shares Held

344M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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