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

1,056

Shares Held

365M

Call Options Held

Put Options Held

4.68K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

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