Regal Investment Advisors LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Regal Investment Advisors LLC holds 15,384 shares of JPST stock, worth $778,738. This represents 0.06% of its overall portfolio holdings.

Number of Shares

15,384

Previous 13,910 10.6%

Holding current value

$778,738

Previous $705,000 9.79%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$50.37 - $50.6 $74,245 - $74,584	1,474 Added 10.6%	15,384 $774,000
Q3 2024 Nov 12, 2024	BUY	$50.25 - $50.74 $86,229 - $87,069	1,716 Added 14.07%	13,910 $705,000
Q2 2024 Aug 14, 2024	SELL	$50.22 - $50.48 $34,149 - $34,326	-680 Reduced 5.28%	12,194 $615,000
Q1 2024 May 15, 2024	SELL	$50.23 - $50.49 $27,978 - $28,122	-557 Reduced 4.15%	12,874 $649,000
Q4 2023 Feb 14, 2024	BUY	$49.96 - $50.44 $66,846 - $67,488	1,338 Added 11.06%	13,431 $674,000
Q3 2023 Nov 13, 2023	BUY	$49.94 - $50.25 $125,349 - $126,127	2,510 Added 26.19%	12,093 $606,000
Q2 2023 Aug 11, 2023	BUY	$50.04 - $50.36 $37,129 - $37,367	742 Added 8.39%	9,583 $480,000
Q1 2023 May 11, 2023	BUY	$50.12 - $50.36 $55,232 - $55,496	1,102 Added 14.24%	8,841 $444,000
Q4 2022 Mar 01, 2023	BUY	$50.0 - $50.25 $386,950 - $388,884	7,739 New	7,739 $387,000

Others Institutions Holding JPST

# of Institutions

1,158

Shares Held

415M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Regal Investment Advisors LLC Jp Morgan ETF Tr Ultra Short I Transaction History