Insight Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Insight Wealth Partners, LLC

$577 Million
Q2 2024

A detailed history of Insight Wealth Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 583,941 shares of JPST stock, worth $29.4 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares

583,941

Previous 404,533 44.35%

Holding current value

$29.4 Million

Previous $20.4 Million 44.41%

% of portfolio

5.11%

Previous 3.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$50.22 - $50.48 $9.01 Million - $9.06 Million	179,408 Added 44.35%	583,941 $29.5 Million
Q1 2024 May 10, 2024	BUY	$50.23 - $50.49 $3.37 Million - $3.38 Million	66,995 Added 19.85%	404,533 $20.4 Million
Q4 2023 Feb 13, 2024	BUY	$49.96 - $50.44 $6.23 Million - $6.29 Million	124,688 Added 58.58%	337,538 $17 Million
Q3 2023 Oct 30, 2023	SELL	$49.94 - $50.25 $105,623 - $106,278	-2,115 Reduced 0.98%	212,850 $10.7 Million
Q2 2023 Aug 11, 2023	BUY	$50.04 - $50.36 $8.9 Million - $8.95 Million	177,790 Added 478.25%	214,965 $10.8 Million
Q1 2023 May 12, 2023	BUY	$50.12 - $50.36 $1.86 Million - $1.87 Million	37,175 New	37,175 $1.87 Million

Others Institutions Holding JPST

# of Institutions

1,042

Shares Held

345M

Call Options Held

Put Options Held

4.68K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Account

Insight Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History