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

Peterson Wealth Advisors, LLC

$445 Million
Q2 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 976,151 shares of JPST stock, worth $49.5 Million. This represents 11.08% of its overall portfolio holdings.

Number of Shares

976,151

Previous 970,685 0.56%

Holding current value

$49.5 Million

Previous $49 Million 0.6%

% of portfolio

11.08%

Previous 11.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$50.22 - $50.48 $274,502 - $275,923	5,466 Added 0.56%	976,151 $49.3 Million
Q1 2024 Apr 15, 2024	BUY	$50.23 - $50.49 $9.26 Million - $9.31 Million	184,434 Added 23.46%	970,685 $49 Million
Q4 2023 Jan 10, 2024	BUY	$49.96 - $50.44 $6.18 Million - $6.24 Million	123,653 Added 18.66%	786,251 $39.5 Million
Q3 2023 Oct 05, 2023	BUY	$49.94 - $50.25 $1.36 Million - $1.36 Million	27,144 Added 4.27%	662,598 $33.2 Million
Q2 2023 Jul 13, 2023	BUY	$50.04 - $50.36 $5.16 Million - $5.19 Million	103,029 Added 19.35%	635,454 $31.9 Million
Q1 2023 Apr 06, 2023	BUY	$50.12 - $50.36 $4.95 Million - $4.97 Million	98,765 Added 22.77%	532,425 $26.8 Million
Q4 2022 Jan 20, 2023	SELL	$50.0 - $50.25 $359,600 - $361,398	-7,192 Reduced 1.63%	433,660 $0
Q3 2022 Oct 17, 2022	SELL	$50.0 - $50.22 $1.25 Million - $1.25 Million	-24,962 Reduced 5.36%	440,852 $22.1 Million
Q2 2022 Jul 21, 2022	BUY	$50.06 - $50.26 $271,074 - $272,157	5,415 Added 1.18%	465,814 $23.3 Million
Q1 2022 Apr 21, 2022	BUY	$50.22 - $50.49 $195,757 - $196,810	3,898 Added 0.85%	460,399 $23.1 Million
Q4 2021 Jan 25, 2022	BUY	$50.47 - $50.71 $768,859 - $772,516	15,234 Added 3.45%	456,501 $23 Million
Q3 2021 Oct 21, 2021	BUY	$50.69 - $50.74 $2.38 Million - $2.38 Million	46,992 Added 11.92%	441,267 $22.4 Million
Q2 2021 Aug 02, 2021	BUY	$50.71 - $50.77 $2.84 Million - $2.84 Million	55,993 Added 16.55%	394,275 $20 Million
Q1 2021 Apr 28, 2021	BUY	$50.72 - $50.82 $464,899 - $465,816	9,166 Added 2.79%	338,282 $17.2 Million
Q4 2020 Jan 25, 2021	BUY	$50.74 - $50.83 $1.15 Million - $1.15 Million	22,686 Added 7.4%	329,116 $16.7 Million
Q3 2020 Oct 20, 2020	BUY	$50.71 - $50.88 $1.96 Million - $1.96 Million	38,604 Added 14.41%	306,430 $15.6 Million
Q2 2020 Jul 20, 2020	SELL	$49.62 - $50.75 $234,553 - $239,895	-4,727 Reduced 1.73%	267,826 $13.6 Million
Q1 2020 Apr 21, 2020	BUY	$48.93 - $50.6 $1.69 Million - $1.75 Million	34,564 Added 14.52%	272,553 $13.5 Million
Q4 2019 Jan 23, 2020	BUY	$50.41 - $50.54 $1.54 Million - $1.54 Million	30,521 Added 14.71%	237,989 $12 Million
Q3 2019 Oct 17, 2019	BUY	$50.4 - $50.52 $636,501 - $638,017	12,629 Added 6.48%	207,468 $10.5 Million
Q2 2019 Jul 15, 2019	BUY	$50.27 - $50.49 $504,358 - $506,566	10,033 Added 5.43%	194,839 $9.82 Million
Q1 2019 Apr 16, 2019	BUY	$50.09 - $50.4 $9.26 Million - $9.31 Million	184,806 New	184,806 $9.31 Million

Others Institutions Holding JPST

# of Institutions

1,055

Shares Held

344M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

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