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

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 18,900 shares of JPST stock, worth $956,907. This represents 0.35% of its overall portfolio holdings.

Number of Shares

18,900

Previous 12,924 46.24%

Holding current value

$956,907

Previous $654,000 46.48%

% of portfolio

0.35%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$50.47 - $50.74 $301,608 - $303,222	5,976 Added 46.24%	18,900 $958,000
Q2 2025 Jul 21, 2025	BUY	$50.36 - $50.68 $230,044 - $231,506	4,568 Added 54.67%	12,924 $654,000
Q1 2025 Apr 22, 2025	BUY	$50.39 - $50.66 $16,175 - $16,261	321 Added 4.0%	8,356 $423,000
Q4 2024 Jan 22, 2025	SELL	$50.37 - $50.6 $5.03 Million - $5.06 Million	-99,919 Reduced 92.56%	8,035 $404,000
Q2 2024 Jul 22, 2024	BUY	$50.22 - $50.48 $5.42 Million - $5.45 Million	107,954 New	107,954 $5.45 Billion

Others Institutions Holding JPST

# of Institutions

1,257

Shares Held

469M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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