Morris Financial Concepts, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Morris Financial Concepts, Inc.

$271 Million
Q3 2025

A detailed history of Morris Financial Concepts, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Morris Financial Concepts, Inc. holds 5,092 shares of JPST stock, worth $258,215. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,092

Previous 5,011 1.62%

Holding current value

$258,215

Previous $253,000 1.98%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$50.47 - $50.74 $4,088 - $4,109	81 Added 1.62%	5,092 $258,000
Q1 2025 Apr 29, 2025	BUY	$50.39 - $50.66 $5,845 - $5,876	116 Added 2.37%	5,011 $253,000
Q3 2024 Oct 30, 2024	BUY	$50.25 - $50.74 $13,919 - $14,054	277 Added 6.0%	4,895 $248,000
Q2 2024 Jul 29, 2024	SELL	$50.22 - $50.48 $15,668 - $15,749	-312 Reduced 6.33%	4,618 $233,000
Q1 2024 Apr 18, 2024	SELL	$50.23 - $50.49 $25,265 - $25,396	-503 Reduced 9.26%	4,930 $248,000
Q4 2023 Jan 29, 2024	BUY	$49.96 - $50.44 $5,245 - $5,296	105 Added 1.97%	5,433 $272,000
Q3 2023 Oct 24, 2023	SELL	$49.94 - $50.25 $11,236 - $11,306	-225 Reduced 4.05%	5,328 $267,000
Q2 2023 Aug 09, 2023	BUY	$50.04 - $50.36 $277,872 - $279,649	5,553 New	5,553 $278,000

Others Institutions Holding JPST

# of Institutions

1,244

Shares Held

455M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Morris Financial Concepts, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History