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

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 41,032 shares of JPST stock, worth $2.07 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
41,032
Previous 47,518 13.65%
Holding current value
$2.07 Million
Previous $2.4 Billion 13.19%
% of portfolio
0.15%
Previous 0.22%

Shares

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

Oct 21, 2024
SELL
$50.25 - $50.74 $325,921 - $329,099
-6,486 Reduced 13.65%
41,032 $2.08 Billion
Q2 2024

Jul 09, 2024
BUY
$50.22 - $50.48 $156,736 - $157,548
3,121 Added 7.03%
47,518 $2.4 Billion
Q1 2024

Apr 15, 2024
BUY
$50.23 - $50.49 $282,694 - $284,157
5,628 Added 14.52%
44,397 $2.24 Billion
Q4 2023

Jan 16, 2024
SELL
$49.96 - $50.44 $385,091 - $388,791
-7,708 Reduced 16.58%
38,769 $1.95 Billion
Q3 2023

Oct 23, 2023
BUY
$49.94 - $50.25 $2.32 Million - $2.34 Million
46,477 New
46,477 $2.33 Billion

Others Institutions Holding JPST

# of Institutions
1,054
Shares Held
365M
Call Options Held
0
Put Options Held
4.68K
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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