A detailed history of Strategic Financial Concepts, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 343,626 shares of JPST stock, worth $17.3 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
343,626
Previous 18,659 1741.61%
Holding current value
$17.3 Million
Previous $941 Million 53.57%
% of portfolio
0.25%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
$50.22 - $50.48 $16.3 Million - $16.4 Million
324,967 Added 1741.61%
343,626 $437 Million
Q1 2024

Apr 22, 2024

BUY
$50.23 - $50.49 $503,204 - $505,808
10,018 Added 115.94%
18,659 $941 Million
Q4 2023

Jan 18, 2024

SELL
$49.96 - $50.44 $312,050 - $315,048
-6,246 Reduced 41.96%
8,641 $434 Million
Q3 2023

Nov 07, 2023

SELL
$49.94 - $50.25 $1.08 Million - $1.09 Million
-21,637 Reduced 59.24%
14,887 $747 Million
Q2 2023

Sep 06, 2023

BUY
$50.04 - $50.36 $1.26 Million - $1.26 Million
25,117 Added 220.19%
36,524 $1.83 Billion
Q1 2023

Sep 06, 2023

BUY
$50.12 - $50.36 $571,718 - $574,456
11,407 New
11,407 $574 Million

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.