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

Palumbo Wealth Management LLC

$289 Million
Q1 2025

A detailed history of Palumbo Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 390,054 shares of JPST stock, worth $19.8 Million. This represents 6.84% of its overall portfolio holdings.

Number of Shares

390,054

Previous 414,088 5.8%

Holding current value

$19.8 Million

Previous $20.9 Million 5.32%

% of portfolio

6.84%

Previous 8.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$50.39 - $50.66 $1.21 Million - $1.22 Million	-24,034 Reduced 5.8%	390,054 $19.7 Million
Q4 2024 Jan 30, 2025	BUY	$50.37 - $50.6 $20.9 Million - $21 Million	414,088 New	414,088 $20.9 Million
Q4 2021 Feb 16, 2022	SELL	$50.47 - $50.71 $198,599 - $199,543	-3,935 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$50.69 - $50.74 $88,707 - $88,795	-1,750 Reduced 30.78%	3,935 $200,000
Q2 2021 Aug 16, 2021	SELL	$50.71 - $50.77 $176,977 - $177,187	-3,490 Reduced 38.04%	5,685 $288,000
Q1 2021 May 17, 2021	BUY	$50.72 - $50.82 $134,661 - $134,927	2,655 Added 40.72%	9,175 $466,000
Q4 2020 May 17, 2021	BUY	$50.74 - $50.83 $330,824 - $331,411	6,520 New	6,520 $331,000

Others Institutions Holding JPST

# of Institutions

1,190

Shares Held

425M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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