A detailed history of Transform Wealth, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Transform Wealth, LLC holds 11,506 shares of JPST stock, worth $581,168. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,506
Previous 10,917 5.4%
Holding current value
$581,168
Previous $550,000 6.0%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$50.25 - $50.74 $29,597 - $29,885
589 Added 5.4%
11,506 $583,000
Q2 2024

Jul 15, 2024

BUY
$50.22 - $50.48 $10,044 - $10,096
200 Added 1.87%
10,917 $550,000
Q1 2024

Apr 15, 2024

SELL
$50.23 - $50.49 $115,930 - $116,530
-2,308 Reduced 17.72%
10,717 $540,000
Q4 2023

Jan 18, 2024

SELL
$49.96 - $50.44 $150,679 - $152,127
-3,016 Reduced 18.8%
13,025 $654,000
Q3 2023

Oct 10, 2023

SELL
$49.94 - $50.25 $138,034 - $138,891
-2,764 Reduced 14.7%
16,041 $804,000
Q2 2023

Jul 13, 2023

SELL
$50.04 - $50.36 $270,866 - $272,598
-5,413 Reduced 22.35%
18,805 $942,000
Q1 2023

Apr 14, 2023

SELL
$50.12 - $50.36 $15 Million - $15 Million
-298,795 Reduced 92.5%
24,218 $1.22 Million
Q4 2022

Jan 12, 2023

SELL
$50.0 - $50.25 $98.2 Million - $98.7 Million
-1,963,480 Reduced 85.87%
323,013 $0
Q3 2022

Oct 21, 2022

BUY
$50.0 - $50.22 $110 Million - $111 Million
2,207,950 Added 2811.14%
2,286,493 $115 Million
Q2 2022

Jul 15, 2022

BUY
$50.06 - $50.26 $263,666 - $264,719
5,267 Added 7.19%
78,543 $3.93 Million
Q1 2022

Apr 25, 2022

SELL
$50.22 - $50.49 $16.8 Million - $16.9 Million
-334,625 Reduced 82.04%
73,276 $3.68 Million
Q4 2021

Jan 26, 2022

BUY
$50.47 - $50.71 $12.4 Million - $12.5 Million
245,926 Added 151.83%
407,901 $20.6 Million
Q3 2021

Oct 15, 2021

BUY
$50.69 - $50.74 $68,330 - $68,397
1,348 Added 0.84%
161,975 $8.22 Million
Q2 2021

Jul 20, 2021

BUY
$50.71 - $50.77 $1.4 Million - $1.4 Million
27,553 Added 20.71%
160,627 $8.15 Million
Q1 2021

Apr 22, 2021

SELL
$50.72 - $50.82 $1.32 Million - $1.32 Million
-26,047 Reduced 16.37%
133,074 $6.75 Million
Q4 2020

Jan 20, 2021

BUY
$50.74 - $50.83 $5.96 Million - $5.97 Million
117,403 Added 281.42%
159,121 $8.08 Million
Q3 2020

Oct 21, 2020

BUY
$50.71 - $50.88 $1.02 Million - $1.02 Million
20,079 Added 92.79%
41,718 $2.12 Million
Q2 2020

Jul 22, 2020

SELL
$49.62 - $50.75 $119,534 - $122,256
-2,409 Reduced 10.02%
21,639 $1.1 Million
Q1 2020

Apr 30, 2020

SELL
$48.93 - $50.6 $511,563 - $529,023
-10,455 Reduced 30.3%
24,048 $1.19 Million
Q4 2019

Jan 24, 2020

SELL
$50.41 - $50.54 $8,267 - $8,288
-164 Reduced 0.47%
34,503 $1.74 Million
Q3 2019

Oct 24, 2019

SELL
$50.4 - $50.52 $1.93 Million - $1.93 Million
-38,215 Reduced 52.43%
34,667 $1.75 Million
Q2 2019

Jul 30, 2019

BUY
$50.27 - $50.49 $3.66 Million - $3.68 Million
72,882 New
72,882 $3.67 Million

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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