Strategic Family Wealth Counselors, L.L.C. Jp Morgan ETF Tr Ultra Short I Transaction History

Strategic Family Wealth Counselors, L.L.C.

$293 Million
Q4 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 87,458 shares of JPST stock, worth $4.42 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares

87,458

Previous 77,075 13.47%

Holding current value

$4.42 Million

Previous $3.91 Million 12.66%

% of portfolio

1.51%

Previous 1.39%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$50.37 - $50.6 $522,991 - $525,379	10,383 Added 13.47%	87,458 $4.41 Million
Q3 2024 Oct 31, 2024	BUY	$50.25 - $50.74 $159,795 - $161,353	3,180 Added 4.3%	77,075 $3.91 Million
Q2 2024 Aug 14, 2024	BUY	$50.22 - $50.48 $285,299 - $286,776	5,681 Added 8.33%	73,895 $3.73 Million
Q1 2024 May 14, 2024	BUY	$50.23 - $50.49 $200,518 - $201,556	3,992 Added 6.22%	68,214 $3.44 Million
Q4 2023 Jan 29, 2024	BUY	$49.96 - $50.44 $208,732 - $210,738	4,178 Added 6.96%	64,222 $3.23 Million
Q3 2023 Nov 13, 2023	SELL	$49.94 - $50.25 $12,784 - $12,864	-256 Reduced 0.42%	60,044 $3.01 Million
Q2 2023 Aug 10, 2023	SELL	$50.04 - $50.36 $151,070 - $152,036	-3,019 Reduced 4.77%	60,300 $3.02 Million
Q1 2023 May 15, 2023	SELL	$50.12 - $50.36 $208,499 - $209,497	-4,160 Reduced 6.16%	63,319 $3.19 Million
Q4 2022 Jan 25, 2023	SELL	$50.0 - $50.25 $392,600 - $394,563	-7,852 Reduced 10.42%	67,479 $0
Q3 2022 Nov 10, 2022	SELL	$50.0 - $50.22 $166,400 - $167,132	-3,328 Reduced 4.23%	75,331 $3.78 Million
Q2 2022 Aug 11, 2022	SELL	$50.06 - $50.26 $1.54 Million - $1.55 Million	-30,849 Reduced 28.17%	78,659 $3.94 Million
Q1 2022 May 04, 2022	BUY	$50.22 - $50.49 $514,051 - $516,815	10,236 Added 10.31%	109,508 $5.51 Million
Q4 2021 Feb 08, 2022	BUY	$50.47 - $50.71 $2.14 Million - $2.15 Million	42,405 Added 74.57%	99,272 $5.01 Million
Q3 2021 Nov 09, 2021	BUY	$50.69 - $50.74 $348,797 - $349,141	6,881 Added 13.77%	56,867 $2.88 Million
Q2 2021 Jul 29, 2021	BUY	$50.71 - $50.77 $303,651 - $304,010	5,988 Added 13.61%	49,986 $2.54 Million
Q1 2021 May 10, 2021	BUY	$50.72 - $50.82 $1.54 Million - $1.54 Million	30,314 Added 221.53%	43,998 $2.23 Million
Q4 2020 Feb 16, 2021	BUY	$50.74 - $50.83 $694,326 - $695,557	13,684 New	13,684 $695,000

Others Institutions Holding JPST

# of Institutions

1,152

Shares Held

414M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Strategic Family Wealth Counselors, L.L.C. Jp Morgan ETF Tr Ultra Short I Transaction History