A detailed history of Guardian Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 32,956 shares of JPST stock, worth $1.66 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
32,956
Previous 27,968 17.83%
Holding current value
$1.66 Million
Previous $1.41 Million 18.5%
% of portfolio
1.03%
Previous 0.92%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$50.25 - $50.74 $250,647 - $253,091
4,988 Added 17.83%
32,956 $1.67 Million
Q2 2024

Aug 08, 2024

BUY
$50.22 - $50.48 $306,844 - $308,432
6,110 Added 27.95%
27,968 $1.41 Million
Q1 2024

Apr 26, 2024

BUY
$50.23 - $50.49 $42,444 - $42,664
845 Added 4.02%
21,858 $1.1 Million
Q4 2023

Feb 08, 2024

SELL
$49.96 - $50.44 $94,924 - $95,836
-1,900 Reduced 8.29%
21,013 $1.06 Million
Q3 2023

Oct 30, 2023

BUY
$49.94 - $50.25 $193,767 - $194,970
3,880 Added 20.39%
22,913 $1.15 Million
Q2 2023

Aug 08, 2023

BUY
$50.04 - $50.36 $129,103 - $129,928
2,580 Added 15.68%
19,033 $954,000
Q1 2023

May 18, 2023

BUY
$50.12 - $50.36 $824,624 - $828,573
16,453 New
16,453 $827,000
Q4 2022

Feb 02, 2023

BUY
$50.0 - $50.25 $317,700 - $319,288
6,354 Added 394.9%
7,963 $399,000
Q3 2022

Nov 09, 2022

BUY
$50.0 - $50.22 $80,450 - $80,803
1,609 New
1,609 $81,000

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Guardian Wealth Advisors, LLC Portfolio

Follow Guardian Wealth Advisors, 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 Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.