Robertson Stephens Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 9,056 shares of JPST stock, worth $457,328. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,056
Previous 9,576 5.43%
Holding current value
$457,328
Previous $483,000 4.97%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$50.25 - $50.74 $26,130 - $26,384
-520 Reduced 5.43%
9,056 $459,000
Q1 2024

May 15, 2024
BUY
$50.23 - $50.49 $196,148 - $197,163
3,905 Added 68.86%
9,576 $483,000
Q4 2023

Feb 06, 2024
BUY
$49.96 - $50.44 $24,980 - $25,220
500 Added 9.67%
5,671 $284,000
Q3 2023

Nov 13, 2023
BUY
$49.94 - $50.25 $258,239 - $259,842
5,171 New
5,171 $259,000
Q4 2022

Feb 14, 2023
BUY
$50.0 - $50.25 $279,900 - $281,299
5,598 New
5,598 $280,000

Others Institutions Holding JPST

# of Institutions
1,056
Shares Held
365M
Call Options Held
0
Put Options Held
4.68K
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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