A detailed history of Kathleen S. Wright Associates Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 9,540 shares of JPST stock, worth $481,770. This represents 0.2% of its overall portfolio holdings.

Number of Shares
9,540
Previous 9,513 0.28%
Holding current value
$481,770
Previous $480,000 0.83%
% of portfolio
0.2%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$50.25 - $50.74 $1,356 - $1,369
27 Added 0.28%
9,540 $484,000
Q2 2024

Jul 17, 2024

BUY
$50.22 - $50.48 $10,345 - $10,398
206 Added 2.21%
9,513 $480,000
Q1 2024

Apr 17, 2024

BUY
$50.23 - $50.49 $11,351 - $11,410
226 Added 2.49%
9,307 $469,000
Q4 2023

Jan 31, 2024

SELL
$49.96 - $50.44 $15,687 - $15,838
-314 Reduced 3.34%
9,081 $456,000
Q3 2023

Oct 20, 2023

BUY
$49.94 - $50.25 $8,090 - $8,140
162 Added 1.75%
9,395 $471,000
Q2 2023

Jul 20, 2023

SELL
$50.04 - $50.36 $7,155 - $7,201
-143 Reduced 1.53%
9,233 $462,000
Q1 2023

Apr 21, 2023

BUY
$50.12 - $50.36 $100,991 - $101,475
2,015 Added 27.37%
9,376 $471,000
Q4 2022

Feb 01, 2023

SELL
$50.0 - $50.25 $15,000 - $15,075
-300 Reduced 3.92%
7,361 $369,000
Q3 2022

Oct 18, 2022

SELL
$50.0 - $50.22 $19,600 - $19,686
-392 Reduced 4.87%
7,661 $384,000
Q2 2022

Jul 15, 2022

SELL
$50.06 - $50.26 $600 - $603
-12 Reduced 0.15%
8,053 $403,000
Q1 2022

Apr 29, 2022

SELL
$50.22 - $50.49 $45,700 - $45,945
-910 Reduced 10.14%
8,065 $405,000
Q4 2021

Feb 02, 2022

BUY
$50.47 - $50.71 $452,968 - $455,122
8,975 New
8,975 $453,000

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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