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

Lodestone Wealth Management LLC

$222 Billion
Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 135,499 shares of JPST stock, worth $6.86 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

135,499

Previous 130,211 4.06%

Holding current value

$6.86 Million

Previous $6.59 Billion 4.27%

% of portfolio

3.09%

Previous 3.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$50.47 - $50.74 $266,885 - $268,313	5,288 Added 4.06%	135,499 $6.87 Billion
Q1 2025 Apr 28, 2025	SELL	$50.39 - $50.66 $65,607 - $65,959	-1,302 Reduced 0.99%	130,211 $6.59 Billion
Q4 2024 Jan 30, 2025	BUY	$50.37 - $50.6 $145,115 - $145,778	2,881 Added 2.24%	131,513 $6.62 Billion
Q3 2024 Oct 29, 2024	BUY	$50.25 - $50.74 $1.05 Million - $1.06 Million	20,980 Added 19.49%	128,632 $6.53 Billion
Q2 2024 Jul 16, 2024	BUY	$50.22 - $50.48 $168,437 - $169,309	3,354 Added 3.22%	107,652 $5.43 Billion

Q1 2024 Apr 30, 2024	SELL	$50.23 - $50.49 $177,512 - $178,431	-3,534 Reduced 3.28%	104,298 $5.26 Billion
Q4 2023 Jan 24, 2024	SELL	$49.96 - $50.44 $253,746 - $256,184	-5,079 Reduced 4.5%	107,832 $5.42 Billion
Q3 2023 Oct 20, 2023	SELL	$49.94 - $50.25 $485,067 - $488,078	-9,713 Reduced 7.92%	112,911 $5.67 Billion
Q2 2023 Jul 25, 2023	BUY	$50.04 - $50.36 $15,462 - $15,561	309 Added 0.25%	122,624 $6.15 Billion
Q1 2023 May 15, 2023	BUY	$50.12 - $50.36 $952,831 - $957,393	19,011 Added 18.4%	122,315 $6.15 Billion
Q4 2022 Feb 09, 2023	BUY	$50.0 - $50.25 $5.17 Million - $5.19 Million	103,304 New	103,304 $5.18 Billion

Others Institutions Holding JPST

# of Institutions

1,256

Shares Held

469M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

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