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%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
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