A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 314,743 shares of JPST stock, worth $15.9 Million. This represents 11.25% of its overall portfolio holdings.

Number of Shares
314,743
Previous 318,712 1.25%
Holding current value
$15.9 Million
Previous $16 Billion 0.81%
% of portfolio
11.25%
Previous 12.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

SELL
$50.23 - $50.49 $199,362 - $200,394
-3,969 Reduced 1.25%
314,743 $15.9 Billion
Q4 2023

Jan 29, 2024

BUY
$49.96 - $50.44 $15.9 Million - $16.1 Million
318,712 New
318,712 $16 Billion

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.