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

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

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 291,172 shares of JPST stock, worth $14.7 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

291,172

Previous 269,776 7.93%

Holding current value

$14.7 Million

Previous $13.6 Million 8.49%

% of portfolio

1.0%

Previous 0.93%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$50.39 - $50.66 $1.08 Million - $1.08 Million	21,396 Added 7.93%	291,172 $14.7 Million
Q4 2024 Jan 30, 2025	BUY	$50.37 - $50.6 $471,664 - $473,818	9,364 Added 3.6%	269,776 $13.6 Million
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

1,208

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