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

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

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 13,984 shares of JPST stock, worth $709,128. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,984

Previous 13,543 3.26%

Holding current value

$709,128

Previous $685,000 3.36%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$50.36 - $50.68 $22,208 - $22,349	441 Added 3.26%	13,984 $708,000
Q1 2025 Apr 17, 2025	BUY	$50.39 - $50.66 $229,224 - $230,452	4,549 Added 50.58%	13,543 $685,000
Q4 2024 Jan 27, 2025	SELL	$50.37 - $50.6 $3,122 - $3,137	-62 Reduced 0.68%	8,994 $453,000
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

1,248

Shares Held

456M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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