Tobias Financial Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 11,290 shares of JPST stock, worth $571,161. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,290

Previous 11,321 0.27%

Holding current value

$571,161

Previous $570,000 0.18%

% of portfolio

0.11%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$50.39 - $50.66 $1,562 - $1,570	-31 Reduced 0.27%	11,290 $571,000
Q4 2024 Feb 13, 2025	SELL	$50.37 - $50.6 $29,315 - $29,449	-582 Reduced 4.89%	11,321 $570,000
Q3 2024 Oct 30, 2024	SELL	$50.25 - $50.74 $31,506 - $31,813	-627 Reduced 5.0%	11,903 $603,000
Q2 2024 Aug 13, 2024	SELL	$50.22 - $50.48 $1,908 - $1,918	-38 Reduced 0.3%	12,530 $632,000
Q4 2023 Feb 14, 2024	SELL	$49.96 - $50.44 $150,879 - $152,328	-3,020 Reduced 19.37%	12,568 $631,000
Q2 2023 Aug 03, 2023	SELL	$50.04 - $50.36 $262,810 - $264,490	-5,252 Reduced 25.2%	15,588 $781,000
Q1 2023 Apr 24, 2023	SELL	$50.12 - $50.36 $150 - $151	-3 Reduced 0.01%	20,840 $1.05 Million
Q4 2022 Feb 13, 2023	SELL	$50.0 - $50.25 $270,100 - $271,450	-5,402 Reduced 20.58%	20,843 $1.04 Million
Q3 2022 Nov 14, 2022	SELL	$50.0 - $50.22 $235,950 - $236,988	-4,719 Reduced 15.24%	26,245 $1.32 Million
Q2 2022 Aug 12, 2022	SELL	$50.06 - $50.26 $429,765 - $431,482	-8,585 Reduced 21.71%	30,964 $1.55 Million
Q1 2022 May 09, 2022	BUY	$50.22 - $50.49 $1.99 Million - $2 Million	39,549 New	39,549 $1.99 Million
Q4 2021 Feb 09, 2022	SELL	$50.47 - $50.71 $2.12 Million - $2.13 Million	-42,030 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$50.69 - $50.74 $65,035 - $65,099	1,283 Added 3.15%	42,030 $2.13 Million
Q2 2021 Aug 12, 2021	SELL	$50.71 - $50.77 $84,989 - $85,090	-1,676 Reduced 3.95%	40,747 $2.07 Million
Q1 2021 May 07, 2021	SELL	$50.72 - $50.82 $194,460 - $194,843	-3,834 Reduced 8.29%	42,423 $2.15 Million
Q4 2020 Feb 12, 2021	BUY	$50.74 - $50.83 $48,456 - $48,542	955 Added 2.11%	46,257 $2.35 Million
Q3 2020 Nov 05, 2020	BUY	$50.71 - $50.88 $1.4 Million - $1.41 Million	27,684 Added 157.13%	45,302 $2.3 Million
Q2 2020 Nov 05, 2020	BUY	$49.62 - $50.75 $554,056 - $566,674	11,166 Added 173.06%	17,618 $894,000
Q1 2020 May 13, 2020	SELL	$48.93 - $50.6 $302,876 - $313,214	-6,190 Reduced 48.96%	6,452 $320,000
Q4 2019 Feb 04, 2020	BUY	$50.41 - $50.54 $637,283 - $638,926	12,642 New	12,642 $637,000

Others Institutions Holding JPST

# of Institutions

1,211

Shares Held

450M

Call Options Held

Put Options Held

1.1K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

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Tobias Financial Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History