Sequoia Financial Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 34,040 shares of JPST stock, worth $1.72 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

34,040

Previous 29,969 13.58%

Holding current value

$1.72 Million

Previous $1.52 Million 12.76%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$50.37 - $50.6 $205,056 - $205,992	4,071 Added 13.58%	34,040 $1.71 Million
Q3 2024 Oct 21, 2024	SELL	$50.25 - $50.74 $203,864 - $205,852	-4,057 Reduced 11.92%	29,969 $1.52 Million
Q2 2024 Jul 15, 2024	SELL	$50.22 - $50.48 $846,056 - $850,436	-16,847 Reduced 33.12%	34,026 $1.72 Million
Q1 2024 Apr 30, 2024	SELL	$50.23 - $50.49 $208,655 - $209,735	-4,154 Reduced 7.55%	50,873 $2.57 Million
Q4 2023 Jan 25, 2024	SELL	$49.96 - $50.44 $778,926 - $786,410	-15,591 Reduced 22.08%	55,027 $2.76 Million
Q3 2023 Nov 08, 2023	SELL	$49.94 - $50.25 $846,183 - $851,436	-16,944 Reduced 19.35%	70,618 $3.54 Million
Q2 2023 Aug 08, 2023	SELL	$50.04 - $50.36 $14.1 Million - $14.2 Million	-281,910 Reduced 76.3%	87,562 $4.39 Million
Q1 2023 Apr 24, 2023	SELL	$50.12 - $50.36 $1.75 Million - $1.76 Million	-34,959 Reduced 8.64%	369,472 $18.6 Million
Q4 2022 Jan 17, 2023	BUY	$50.0 - $50.25 $1.31 Million - $1.31 Million	26,126 Added 6.91%	404,431 $0
Q3 2022 Oct 26, 2022	SELL	$50.0 - $50.22 $2.7 Million - $2.71 Million	-54,018 Reduced 12.49%	378,305 $19 Million
Q2 2022 Jul 22, 2022	SELL	$50.06 - $50.26 $39 Million - $39.2 Million	-779,433 Reduced 64.32%	432,323 $21.7 Million
Q1 2022 May 13, 2022	BUY	$50.22 - $50.49 $19.5 Million - $19.6 Million	387,901 Added 47.08%	1,211,756 $60.9 Million
Q4 2021 Feb 11, 2022	BUY	$50.47 - $50.71 $27.8 Million - $28 Million	551,200 Added 202.16%	823,855 $41.6 Million
Q3 2021 Oct 26, 2021	SELL	$50.69 - $50.74 $23.8 Million - $23.8 Million	-468,871 Reduced 63.23%	272,655 $13.8 Million
Q2 2021 Jul 27, 2021	BUY	$50.71 - $50.77 $37.6 Million - $37.6 Million	741,526 New	741,526 $37.6 Million

Others Institutions Holding JPST

# of Institutions

1,141

Shares Held

417M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Sequoia Financial Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History