Herold Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

A detailed history of Herold Advisors, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Herold Advisors, Inc. holds 91,419 shares of JPST stock, worth $4.63 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

91,419

Previous 84,848 7.74%

Holding current value

$4.63 Million

Previous $4.27 Million 8.31%

% of portfolio

1.05%

Previous 0.96%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$50.39 - $50.66 $331,112 - $332,886	6,571 Added 7.74%	91,419 $4.63 Million
Q4 2024 Feb 14, 2025	BUY	$50.37 - $50.6 $330,679 - $332,189	6,565 Added 8.39%	84,848 $4.27 Million
Q3 2024 Nov 14, 2024	BUY	$50.25 - $50.74 $117,283 - $118,427	2,334 Added 3.07%	78,283 $3.97 Million
Q2 2024 Jul 24, 2024	BUY	$50.22 - $50.48 $568,691 - $571,635	11,324 Added 17.52%	75,949 $3.83 Million
Q1 2024 May 10, 2024	BUY	$50.23 - $50.49 $475,828 - $478,291	9,473 Added 17.18%	64,625 $3.26 Million
Q4 2023 Feb 02, 2024	BUY	$49.96 - $50.44 $289,468 - $292,249	5,794 Added 11.74%	55,152 $2.77 Million
Q3 2023 Nov 08, 2023	BUY	$49.94 - $50.25 $507,739 - $510,891	10,167 Added 25.94%	49,358 $2.48 Million
Q2 2023 Jul 14, 2023	BUY	$50.04 - $50.36 $787,479 - $792,515	15,737 Added 67.1%	39,191 $1.97 Million
Q1 2023 Apr 19, 2023	BUY	$50.12 - $50.36 $240,976 - $242,130	4,808 Added 25.79%	23,454 $1.18 Million
Q4 2022 Feb 14, 2023	BUY	$50.0 - $50.25 $362,000 - $363,810	7,240 Added 63.48%	18,646 $934,000
Q3 2022 Nov 08, 2022	BUY	$50.0 - $50.22 $9,050 - $9,089	181 Added 1.61%	11,406 $572,000
Q2 2022 Jul 15, 2022	SELL	$50.06 - $50.26 $102,623 - $103,033	-2,050 Reduced 15.44%	11,225 $562,000
Q1 2022 May 09, 2022	BUY	$50.22 - $50.49 $96,673 - $97,193	1,925 Added 16.96%	13,275 $667,000
Q4 2021 Jan 20, 2022	BUY	$50.47 - $50.71 $30,282 - $30,426	600 Added 5.58%	11,350 $572,000
Q3 2021 Nov 03, 2021	BUY	$50.69 - $50.74 $544,917 - $545,455	10,750 New	10,750 $545,000

Others Institutions Holding JPST

# of Institutions

1,208

Shares Held

450M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Herold Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History