Strategies Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 15,778 shares of JPST stock, worth $798,682. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,778

Previous 34,037 53.64%

Holding current value

$798,682

Previous $1.72 Billion 53.48%

% of portfolio

0.1%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$50.39 - $50.66 $920,071 - $925,000	-18,259 Reduced 53.64%	15,778 $799 Million
Q4 2024 Feb 13, 2025	SELL	$50.37 - $50.6 $2.07 Million - $2.08 Million	-41,081 Reduced 54.69%	34,037 $1.72 Billion
Q3 2024 Oct 07, 2024	BUY	$50.25 - $50.74 $3.12 Million - $3.15 Million	62,051 Added 474.87%	75,118 $3.81 Billion
Q2 2024 Jul 29, 2024	BUY	$50.22 - $50.48 $349,280 - $351,088	6,955 Added 113.79%	13,067 $660 Million
Q1 2024 Apr 22, 2024	SELL	$50.23 - $50.49 $127,182 - $127,840	-2,532 Reduced 29.29%	6,112 $308 Million
Q4 2023 Jan 22, 2024	BUY	$49.96 - $50.44 $68,994 - $69,657	1,381 Added 19.01%	8,644 $434 Million
Q3 2023 Oct 10, 2023	BUY	$49.94 - $50.25 $1,498 - $1,507	30 Added 0.41%	7,263 $364 Million
Q2 2023 Jul 12, 2023	SELL	$50.04 - $50.36 $102,381 - $103,036	-2,046 Reduced 22.05%	7,233 $363 Million
Q1 2023 Jun 27, 2023	BUY	$50.12 - $50.36 $1,804 - $1,812	36 Added 0.39%	9,279 $467 Million
Q4 2022 Jun 27, 2023	SELL	$50.0 - $50.25 $373,700 - $375,568	-7,474 Reduced 44.71%	9,243 $463 Million
Q2 2022 Jun 27, 2023	BUY	$50.06 - $50.26 $448,337 - $450,128	8,956 Added 115.4%	16,717 $837 Million
Q1 2022 Jun 27, 2023	SELL	$50.22 - $50.49 $222,173 - $223,367	-4,424 Reduced 36.31%	7,761 $390 Million
Q4 2021 Jun 26, 2023	BUY	$50.47 - $50.71 $614,976 - $617,901	12,185 New	12,185 $615 Million

Others Institutions Holding JPST

# of Institutions

1,209

Shares Held

450M

Call Options Held

Put Options Held

1.1K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Strategies Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History