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

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

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 131,513 shares of JPST stock, worth $6.64 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares

131,513

Previous 128,632 2.24%

Holding current value

$6.64 Million

Previous $6.53 Billion 1.49%

% of portfolio

3.32%

Previous 3.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,141

Shares Held

417M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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