A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 47,605 shares of JPST stock, worth $2.4 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
47,605
Previous 47,088 1.1%
Holding current value
$2.4 Million
Previous $2.38 Million 1.64%
% of portfolio
0.62%
Previous 0.64%

Shares

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

Nov 08, 2024

BUY
$50.25 - $50.74 $25,979 - $26,232
517 Added 1.1%
47,605 $2.42 Million
Q2 2024

Aug 02, 2024

SELL
$50.22 - $50.48 $219,109 - $220,244
-4,363 Reduced 8.48%
47,088 $2.38 Million
Q1 2024

May 03, 2024

BUY
$50.23 - $50.49 $79,664 - $80,077
1,586 Added 3.18%
51,451 $2.6 Million
Q4 2023

Feb 02, 2024

SELL
$49.96 - $50.44 $309,652 - $312,627
-6,198 Reduced 11.06%
49,865 $2.5 Million
Q3 2023

Nov 03, 2023

SELL
$49.94 - $50.25 $160,107 - $161,101
-3,206 Reduced 5.41%
56,063 $2.81 Million
Q2 2023

Aug 11, 2023

BUY
$50.04 - $50.36 $278,172 - $279,951
5,559 Added 10.35%
59,269 $2.97 Million
Q1 2023

Apr 27, 2023

SELL
$50.12 - $50.36 $262,879 - $264,138
-5,245 Reduced 8.9%
53,710 $2.7 Million
Q4 2022

Feb 08, 2023

SELL
$50.0 - $50.25 $1.16 Million - $1.17 Million
-23,195 Reduced 28.23%
58,955 $2.96 Million
Q3 2022

Nov 04, 2022

SELL
$50.0 - $50.22 $1.36 Million - $1.37 Million
-27,192 Reduced 24.87%
82,150 $4.12 Million
Q2 2022

Aug 09, 2022

BUY
$50.06 - $50.26 $1.41 Million - $1.42 Million
28,250 Added 34.84%
109,342 $5.48 Million
Q1 2022

May 11, 2022

SELL
$50.22 - $50.49 $114,752 - $115,369
-2,285 Reduced 2.74%
81,092 $4.08 Million
Q4 2021

Feb 08, 2022

SELL
$50.47 - $50.71 $127,234 - $127,839
-2,521 Reduced 2.93%
83,377 $4.21 Million
Q3 2021

Oct 21, 2021

SELL
$50.69 - $50.74 $349,761 - $350,106
-6,900 Reduced 7.44%
85,898 $4.36 Million
Q2 2021

Jul 28, 2021

BUY
$50.71 - $50.77 $85,547 - $85,648
1,687 Added 1.85%
92,798 $4.71 Million
Q1 2021

May 07, 2021

SELL
$50.72 - $50.82 $101,541 - $101,741
-2,002 Reduced 2.15%
91,111 $4.62 Million
Q4 2020

Feb 12, 2021

BUY
$50.74 - $50.83 $463,256 - $464,077
9,130 Added 10.87%
93,113 $4.73 Million
Q3 2020

Nov 03, 2020

BUY
$50.71 - $50.88 $562,120 - $564,004
11,085 Added 15.21%
83,983 $4.27 Million
Q2 2020

Jul 15, 2020

BUY
$49.62 - $50.75 $22,130 - $22,634
446 Added 0.62%
72,898 $3.7 Million
Q1 2020

Apr 14, 2020

SELL
$48.93 - $50.6 $225,078 - $232,760
-4,600 Reduced 5.97%
72,452 $3.6 Million
Q4 2019

Jan 09, 2020

BUY
$50.41 - $50.54 $3.49 Million - $3.5 Million
69,262 Added 889.11%
77,052 $3.89 Million
Q4 2018

Nov 15, 2019

BUY
$50.12 - $50.25 $390,434 - $391,447
7,790 New
7,790 $391,000

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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