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

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 25, 2022
BUY
$50.0 - $50.22 $39,250 - $39,422
785 Added 11.56%
7,575 $380,000
Q1 2022

Apr 26, 2022
SELL
$50.22 - $50.49 $46,553 - $46,804
-927 Reduced 12.01%
6,790 $341,000
Q4 2021

Jan 12, 2022
SELL
$50.47 - $50.71 $19,935 - $20,030
-395 Reduced 4.87%
7,717 $390,000
Q3 2021

Oct 12, 2021
SELL
$50.69 - $50.74 $49,980 - $50,029
-986 Reduced 10.84%
8,112 $411,000
Q2 2021

Jul 21, 2021
SELL
$50.71 - $50.77 $152,637 - $152,817
-3,010 Reduced 24.86%
9,098 $462,000
Q1 2021

Apr 19, 2021
BUY
$50.72 - $50.82 $249,694 - $250,186
4,923 Added 68.52%
12,108 $615,000
Q4 2020

Jan 26, 2021
SELL
$50.74 - $50.83 $49,014 - $49,101
-966 Reduced 11.85%
7,185 $365,000
Q3 2020

Oct 28, 2020
BUY
$50.71 - $50.88 $413,337 - $414,722
8,151 New
8,151 $414,000
Q1 2020

May 04, 2020
SELL
$48.93 - $50.6 $383,072 - $396,147
-7,829 Closed
0 $0
Q4 2019

Jan 31, 2020
BUY
$50.41 - $50.54 $394,659 - $395,677
7,829 New
7,829 $395,000

Others Institutions Holding JPST

# of Institutions
1,044
Shares Held
344M
Call Options Held
0
Put Options Held
4.68K
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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