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

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 260,412 shares of JPST stock, worth $13.2 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

260,412

Previous 291,148 10.56%

Holding current value

$13.2 Million

Previous $14.7 Million 10.08%

% of portfolio

0.89%

Previous 1.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$50.25 - $50.74 $1.54 Million - $1.56 Million	-30,736 Reduced 10.56%	260,412 $13.2 Million
Q2 2024 Jul 15, 2024	BUY	$50.22 - $50.48 $2.56 Million - $2.57 Million	50,991 Added 21.23%	291,148 $14.7 Million
Q1 2024 Apr 30, 2024	BUY	$50.23 - $50.49 $2.47 Million - $2.49 Million	49,249 Added 25.8%	240,157 $12.1 Million
Q4 2023 Feb 07, 2024	BUY	$49.96 - $50.44 $1.07 Million - $1.08 Million	21,321 Added 12.57%	190,908 $9.59 Million
Q3 2023 Nov 02, 2023	BUY	$49.94 - $50.25 $4.64 Million - $4.67 Million	92,848 Added 120.99%	169,587 $8.51 Million
Q2 2023 Aug 07, 2023	BUY	$50.04 - $50.36 $166,583 - $167,648	3,329 Added 4.53%	76,739 $3.85 Million
Q1 2023 Apr 19, 2023	SELL	$50.12 - $50.36 $50,721 - $50,964	-1,012 Reduced 1.36%	73,410 $3.69 Million
Q4 2022 Feb 13, 2023	BUY	$50.0 - $50.25 $214,150 - $215,220	4,283 Added 6.11%	74,422 $3.73 Million
Q3 2022 Oct 21, 2022	BUY	$50.0 - $50.22 $1,500 - $1,506	30 Added 0.04%	70,139 $3.52 Million
Q2 2022 Aug 02, 2022	BUY	$50.06 - $50.26 $17,470 - $17,540	349 Added 0.5%	70,109 $3.51 Million
Q1 2022 May 02, 2022	BUY	$50.22 - $50.49 $7,281 - $7,321	145 Added 0.21%	69,760 $3.51 Million
Q4 2021 Feb 03, 2022	BUY	$50.47 - $50.71 $520,194 - $522,667	10,307 Added 17.38%	69,615 $3.51 Million
Q3 2021 Nov 09, 2021	BUY	$50.69 - $50.74 $1.9 Million - $1.9 Million	37,500 Added 171.96%	59,308 $3.01 Million
Q2 2021 Aug 04, 2021	BUY	$50.71 - $50.77 $908,216 - $909,290	17,910 Added 459.47%	21,808 $1.11 Million
Q1 2021 Apr 28, 2021	BUY	$50.72 - $50.82 $197,706 - $198,096	3,898 New	3,898 $198,000

Others Institutions Holding JPST

# of Institutions

1,056

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

More about JPST

Track This Portfolio

Portfolio Update

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

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

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