Schwallier Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Schwallier Wealth Management LLC

$131 Billion
Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 297,437 shares of JPST stock, worth $15 Million. This represents 11.4% of its overall portfolio holdings.

Number of Shares

297,437

Previous 362,443 17.94%

Holding current value

$15 Million

Previous $18.4 Billion 18.53%

% of portfolio

11.4%

Previous 13.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$50.37 - $50.6 $3.27 Million - $3.29 Million	-65,006 Reduced 17.94%	297,437 $15 Billion
Q3 2024 Nov 07, 2024	BUY	$50.25 - $50.74 $2.94 Million - $2.97 Million	58,496 Added 19.25%	362,443 $18.4 Billion
Q2 2024 Aug 13, 2024	BUY	$50.22 - $50.48 $2.76 Million - $2.78 Million	54,977 Added 22.08%	303,947 $15.3 Billion
Q1 2024 May 14, 2024	BUY	$50.23 - $50.49 $12.3 Million - $12.4 Million	244,896 Added 6011.19%	248,970 $12.6 Billion
Q4 2023 Feb 14, 2024	BUY	$49.96 - $50.44 $203,537 - $205,492	4,074 New	4,074 $205 Million

Others Institutions Holding JPST

# of Institutions

1,147

Shares Held

416M

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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Schwallier Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History