Legacy Capital Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 10,469 shares of JPST stock, worth $528,161. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,469
Previous 10,300 1.64%
Holding current value
$528,161
Previous $519,000 2.31%
% of portfolio
0.09%
Previous 0.14%

Shares

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

Nov 04, 2024
BUY
$50.25 - $50.74 $8,492 - $8,575
169 Added 1.64%
10,469 $531,000
Q2 2024

Aug 01, 2024
BUY
$50.22 - $50.48 $517,266 - $519,943
10,300 New
10,300 $519,000
Q4 2023

Feb 05, 2024
SELL
$49.96 - $50.44 $3,147 - $3,177
-63 Reduced 0.61%
10,349 $519,000
Q3 2023

Oct 16, 2023
BUY
$49.94 - $50.25 $519,975 - $523,203
10,412 New
10,412 $522,000
Q1 2023

May 10, 2023
BUY
$50.12 - $50.36 $644,493 - $647,579
12,859 New
12,859 $647,000
Q3 2022

Nov 14, 2022
SELL
$50.0 - $50.22 $23,450 - $23,553
-469 Reduced 9.8%
4,316 $216,000
Q2 2022

Aug 12, 2022
SELL
$50.06 - $50.26 $65,278 - $65,539
-1,304 Reduced 21.42%
4,785 $240,000
Q1 2022

May 16, 2022
SELL
$50.22 - $50.49 $150,609 - $151,419
-2,999 Reduced 33.0%
6,089 $306,000
Q4 2021

Feb 14, 2022
BUY
$50.47 - $50.71 $84,688 - $85,091
1,678 Added 22.65%
9,088 $459,000
Q3 2021

Nov 15, 2021
BUY
$50.69 - $50.74 $7,502 - $7,509
148 Added 2.04%
7,410 $376,000
Q2 2021

Aug 13, 2021
BUY
$50.71 - $50.77 $59,127 - $59,197
1,166 Added 19.13%
7,262 $368,000
Q1 2021

May 14, 2021
BUY
$50.72 - $50.82 $309,189 - $309,798
6,096 New
6,096 $309,000

Others Institutions Holding JPST

# of Institutions
1,044
Shares Held
360M
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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