Summit Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 360,529 shares of JPST stock, worth $18.2 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares

360,529

Previous 352,826 2.18%

Holding current value

$18.2 Million

Previous $17.8 Billion 2.73%

% of portfolio

3.52%

Previous 3.7%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$50.25 - $50.74 $387,075 - $390,850	7,703 Added 2.18%	360,529 $18.3 Billion
Q2 2024 Sep 11, 2024	BUY	$50.22 - $50.48 $157,690 - $158,507	3,140 Added 0.9%	352,826 $17.8 Billion
Q1 2024 Sep 11, 2024	BUY	$50.23 - $50.49 $585,531 - $588,561	11,657 Added 3.45%	349,686 $17.6 Billion
Q4 2023 Sep 11, 2024	SELL	$49.96 - $50.44 $922,511 - $931,374	-18,465 Reduced 5.18%	338,029 $17 Billion
Q3 2023 Sep 11, 2024	SELL	$49.94 - $50.25 $91,939 - $92,510	-1,841 Reduced 0.51%	356,494 $17.9 Billion
Q2 2023 Sep 11, 2024	SELL	$50.04 - $50.36 $806,144 - $811,299	-16,110 Reduced 4.3%	358,335 $18 Billion
Q1 2023 Sep 11, 2024	SELL	$50.12 - $50.36 $337,057 - $338,671	-6,725 Reduced 1.76%	374,445 $18.8 Billion
Q4 2022 Sep 11, 2024	BUY	$50.0 - $50.25 $392,100 - $394,060	7,842 Added 2.1%	381,170 $19.1 Billion
Q3 2022 Sep 11, 2024	SELL	$50.0 - $50.22 $1.02 Million - $1.03 Million	-20,413 Reduced 5.18%	373,328 $18.7 Billion
Q2 2022 Sep 11, 2024	BUY	$50.06 - $50.26 $673,707 - $676,399	13,458 Added 3.54%	393,741 $19.7 Billion
Q1 2022 Sep 11, 2024	BUY	$50.22 - $50.49 $742,703 - $746,696	14,789 Added 4.05%	380,283 $19.1 Billion
Q4 2021 Sep 10, 2024	BUY	$50.47 - $50.71 $1.42 Million - $1.42 Million	28,058 Added 8.32%	365,494 $18.5 Billion
Q3 2021 Sep 10, 2024	BUY	$50.69 - $50.74 $435,275 - $435,704	8,587 Added 2.61%	337,436 $17.1 Billion
Q2 2021 Sep 10, 2024	BUY	$50.71 - $50.77 $621,349 - $622,084	12,253 Added 3.87%	328,849 $16.7 Billion
Q1 2021 Sep 10, 2024	BUY	$50.72 - $50.82 $735,744 - $737,194	14,506 Added 4.8%	316,596 $16.1 Billion
Q4 2020 Sep 10, 2024	BUY	$50.74 - $50.83 $1.24 Million - $1.24 Million	24,362 Added 8.77%	302,090 $15.3 Billion
Q3 2020 Sep 10, 2024	BUY	$50.71 - $50.88 $183,215 - $183,829	3,613 Added 1.32%	277,728 $14.1 Billion
Q2 2020 Sep 10, 2024	BUY	$49.62 - $50.75 $240,061 - $245,528	4,838 Added 1.8%	274,115 $13.9 Billion
Q1 2020 Sep 10, 2024	BUY	$48.93 - $50.6 $146,153 - $151,142	2,987 Added 1.12%	269,277 $13.4 Billion
Q4 2019 Sep 09, 2024	BUY	$50.41 - $50.54 $13.4 Million - $13.5 Million	266,290 New	266,290 $13.4 Billion

Others Institutions Holding JPST

# of Institutions

1,054

Shares Held

365M

Call Options Held

Put Options Held

4.68K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

Summit Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History