Kingsview Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 123,664 shares of JPST stock, worth $6.24 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

123,664

Previous 90,538 36.59%

Holding current value

$6.24 Million

Previous $4.59 Million 35.6%

% of portfolio

0.13%

Previous 0.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$50.37 - $50.6 $1.67 Million - $1.68 Million	33,126 Added 36.59%	123,664 $6.23 Million
Q3 2024 Nov 12, 2024	BUY	$50.25 - $50.74 $3.03 Million - $3.06 Million	60,316 Added 199.58%	90,538 $4.59 Million
Q2 2024 Aug 14, 2024	BUY	$50.22 - $50.48 $342,851 - $344,626	6,827 Added 29.18%	30,222 $1.53 Million
Q1 2024 May 09, 2024	BUY	$50.23 - $50.49 $108,396 - $108,957	2,158 Added 10.16%	23,395 $1.18 Million
Q4 2023 Feb 08, 2024	BUY	$49.96 - $50.44 $173,011 - $174,673	3,463 Added 19.48%	21,237 $1.07 Million
Q3 2023 Nov 07, 2023	SELL	$49.94 - $50.25 $49,890 - $50,199	-999 Reduced 5.32%	17,774 $891,000
Q2 2023 Aug 10, 2023	SELL	$50.04 - $50.36 $571,356 - $575,010	-11,418 Reduced 37.82%	18,773 $941,000
Q1 2023 May 15, 2023	SELL	$50.12 - $50.36 $2.28 Million - $2.29 Million	-45,556 Reduced 60.14%	30,191 $1.52 Million
Q4 2022 Feb 13, 2023	BUY	$50.0 - $50.25 $1.12 Million - $1.13 Million	22,485 Added 42.22%	75,747 $3.8 Million
Q3 2022 Nov 14, 2022	BUY	$50.0 - $50.22 $1.79 Million - $1.79 Million	35,708 Added 203.42%	53,262 $2.67 Million
Q2 2022 Aug 16, 2022	SELL	$50.06 - $50.26 $340,708 - $342,069	-6,806 Reduced 27.94%	17,554 $879,000
Q1 2022 Feb 08, 2024	BUY	$50.22 - $50.49 $24,155 - $24,285	481 Added 2.26%	21,718 $1.09 Million
Q4 2021 Feb 17, 2022	BUY	$50.47 - $50.71 $255,630 - $256,846	5,065 Added 26.25%	24,360 $1.23 Million
Q3 2021 Dec 03, 2021	SELL	$50.69 - $50.74 $793,602 - $794,385	-15,656 Reduced 44.79%	19,295 $979,000
Q2 2021 Aug 17, 2021	BUY	$50.71 - $50.77 $54,158 - $54,222	1,068 Added 3.15%	34,951 $1.77 Million
Q1 2021 May 24, 2021	BUY	$50.72 - $50.82 $919,655 - $921,468	18,132 Added 115.12%	33,883 $1.72 Million
Q4 2020 Feb 16, 2021	BUY	$50.74 - $50.83 $10,858 - $10,877	214 Added 1.38%	15,751 $800,000
Q3 2020 Nov 19, 2020	BUY	$50.71 - $50.88 $8,620 - $8,649	170 Added 1.11%	15,537 $789,000
Q2 2020 Aug 14, 2020	BUY	$49.62 - $50.75 $30,913 - $31,617	623 Added 4.23%	15,367 $780,000
Q1 2020 May 11, 2020	BUY	$48.93 - $50.6 $172,037 - $177,909	3,516 Added 31.31%	14,744 $732,000
Q4 2019 Jan 31, 2020	BUY	$50.41 - $50.54 $566,003 - $567,463	11,228 New	11,228 $566,000

Others Institutions Holding JPST

# of Institutions

1,096

Shares Held

374M

Call Options Held

Put Options Held

4.68K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Kingsview Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History