Stone Crest Wealth Management, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Stone Crest Wealth Management, Inc.

$153 Billion
Q4 2024

A detailed history of Stone Crest Wealth Management, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 36,080 shares of JPST stock, worth $1.82 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

36,080

Previous 29,054 24.18%

Holding current value

$1.82 Million

Previous $1.47 Billion 23.28%

% of portfolio

1.19%

Previous 1.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$50.37 - $50.6 $353,899 - $355,515	7,026 Added 24.18%	36,080 $1.82 Billion
Q3 2024 Oct 08, 2024	BUY	$50.25 - $50.74 $893,495 - $902,207	17,781 Added 157.73%	29,054 $1.47 Billion
Q2 2024 Jul 15, 2024	SELL	$50.22 - $50.48 $155,782 - $156,588	-3,102 Reduced 21.58%	11,273 $569 Million
Q1 2024 Apr 22, 2024	BUY	$50.23 - $50.49 $21,699 - $21,811	432 Added 3.1%	14,375 $725 Million
Q4 2023 Jan 22, 2024	BUY	$49.96 - $50.44 $696,592 - $703,284	13,943 New	13,943 $700 Million

Others Institutions Holding JPST

# of Institutions

1,146

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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Stone Crest Wealth Management, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History