A detailed history of Ridgeline Wealth Planning, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 335,281 shares of JPST stock, worth $17 Million. This represents 13.99% of its overall portfolio holdings.

Number of Shares
335,281
Previous 309,681 8.27%
Holding current value
$17 Million
Previous $15.7 Billion 8.37%
% of portfolio
13.99%
Previous 15.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$50.36 - $50.68 $1.29 Million - $1.3 Million
25,600 Added 8.27%
335,281 $17 Billion
Q1 2025

Apr 30, 2025

BUY
$50.39 - $50.66 $257,240 - $258,619
5,105 Added 1.68%
309,681 $15.7 Billion
Q4 2024

Jan 29, 2025

BUY
$50.37 - $50.6 $15.3 Million - $15.4 Million
304,576 New
304,576 $15.3 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 Ridgeline Wealth Planning, LLC Portfolio

Follow Ridgeline Wealth Planning, 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 Ridgeline Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgeline Wealth Planning, LLC with notifications on news.