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

Insight Wealth Partners, LLC

$498 Million
Q3 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 163,955 shares of JPST stock, worth $8.28 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

163,955

Previous 583,941 71.92%

Holding current value

$8.28 Million

Previous $29.5 Million 71.77%

% of portfolio

1.67%

Previous 5.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$50.25 - $50.74 $21.1 Million - $21.3 Million	-419,986 Reduced 71.92%	163,955 $8.32 Million
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

1,054

Shares Held

365M

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

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