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

Naviter Wealth, LLC

$809 Million
Q1 2025

A detailed history of Naviter Wealth, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Naviter Wealth, LLC holds 452,457 shares of JPST stock, worth $22.9 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares

452,457

Previous 360,326 25.57%

Holding current value

$22.9 Million

Previous $18.1 Million 26.22%

% of portfolio

2.83%

Previous 2.23%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$50.39 - $50.66 $4.64 Million - $4.67 Million	92,131 Added 25.57%	452,457 $22.9 Million
Q4 2024 Feb 07, 2025	SELL	$50.37 - $50.6 $3.86 Million - $3.88 Million	-76,653 Reduced 17.54%	360,326 $18.1 Million
Q3 2024 Oct 16, 2024	SELL	$50.25 - $50.74 $160,347 - $161,911	-3,191 Reduced 0.72%	436,979 $22.2 Million
Q2 2024 Aug 01, 2024	BUY	$50.22 - $50.48 $12.3 Million - $12.4 Million	244,842 Added 125.35%	440,170 $22.2 Million
Q1 2024 Apr 18, 2024	SELL	$50.23 - $50.49 $5.5 Million - $5.53 Million	-109,584 Reduced 35.94%	195,328 $9.85 Million
Q4 2023 Feb 05, 2024	SELL	$49.96 - $50.44 $1.07 Million - $1.08 Million	-21,451 Reduced 6.57%	304,912 $15.3 Million
Q3 2023 Nov 14, 2023	SELL	$49.94 - $50.25 $153,016 - $153,966	-3,064 Reduced 0.93%	326,363 $16.4 Million
Q2 2023 Jul 20, 2023	BUY	$50.04 - $50.36 $4.53 Million - $4.56 Million	90,625 Added 37.95%	329,427 $16.5 Million
Q1 2023 Apr 12, 2023	SELL	$50.12 - $50.36 $21,351 - $21,453	-426 Reduced 0.18%	238,802 $12 Million
Q4 2022 Jan 31, 2023	BUY	$50.0 - $50.25 $5.32 Million - $5.35 Million	106,480 Added 80.21%	239,228 $12 Million
Q3 2022 Oct 27, 2022	BUY	$50.0 - $50.22 $3.68 Million - $3.7 Million	73,675 Added 124.72%	132,748 $6.66 Million
Q2 2022 Jul 18, 2022	SELL	$50.06 - $50.26 $48,558 - $48,752	-970 Reduced 1.62%	59,073 $2.96 Million
Q1 2022 Apr 21, 2022	SELL	$50.22 - $50.49 $2.05 Million - $2.06 Million	-40,867 Reduced 40.5%	60,043 $3.02 Million
Q4 2021 Feb 03, 2022	BUY	$50.47 - $50.71 $5.09 Million - $5.12 Million	100,910 New	100,910 $5.1 Million

Others Institutions Holding JPST

# of Institutions

1,184

Shares Held

420M

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 Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Account

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