United Capital Financial Advisers, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,155,416 shares of JPST stock, worth $58.4 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

1,155,416

Previous 1,025,458 12.67%

Holding current value

$58.4 Million

Previous $51.7 Million 13.25%

% of portfolio

0.51%

Previous 0.44%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$50.39 - $50.66 $6.55 Million - $6.58 Million	129,958 Added 12.67%	1,155,416 $58.5 Million
Q4 2024 Feb 13, 2025	SELL	$50.37 - $50.6 $733,236 - $736,584	-14,557 Reduced 1.4%	1,025,458 $51.7 Million
Q3 2024 Nov 12, 2024	BUY	$50.25 - $50.74 $403,407 - $407,340	8,028 Added 0.78%	1,040,015 $52.8 Million
Q2 2024 Aug 14, 2024	BUY	$50.22 - $50.48 $1.73 Million - $1.74 Million	34,475 Added 3.46%	1,031,987 $52.1 Million
Q1 2024 May 15, 2024	SELL	$50.23 - $50.49 $213,427 - $214,532	-4,249 Reduced 0.42%	997,512 $50.3 Million
Q4 2023 Feb 14, 2024	SELL	$49.96 - $50.44 $14.5 Million - $14.7 Million	-290,998 Reduced 22.51%	1,001,761 $50.3 Million
Q3 2023 Nov 14, 2023	SELL	$49.94 - $50.25 $4.52 Million - $4.55 Million	-90,505 Reduced 6.54%	1,292,759 $64.9 Million
Q2 2023 Aug 14, 2023	SELL	$50.04 - $50.36 $5.19 Million - $5.22 Million	-103,688 Reduced 6.97%	1,383,264 $69.4 Million
Q1 2023 Aug 14, 2023	BUY	$50.12 - $50.36 $5.2 Million - $5.22 Million	103,688 Added 7.5%	1,486,952 $74.8 Million
Q1 2023 May 15, 2023	SELL	$50.12 - $50.36 $474,435 - $476,707	-9,466 Reduced 0.63%	1,486,952 $74.8 Million
Q4 2022 Feb 14, 2023	SELL	$50.0 - $50.25 $3.74 Million - $3.76 Million	-74,730 Reduced 4.76%	1,496,418 $75 Million
Q3 2022 Nov 14, 2022	BUY	$50.0 - $50.22 $7.32 Million - $7.35 Million	146,390 Added 10.27%	1,571,148 $78.8 Million
Q2 2022 Aug 11, 2022	BUY	$50.06 - $50.26 $2.55 Million - $2.56 Million	50,989 Added 3.71%	1,424,758 $71.4 Million
Q1 2022 May 16, 2022	BUY	$50.22 - $50.49 $19.2 Million - $19.3 Million	381,793 Added 38.49%	1,373,769 $69.1 Million
Q4 2021 Feb 14, 2022	BUY	$50.47 - $50.71 $2.96 Million - $2.97 Million	58,631 Added 6.28%	991,976 $50.1 Million
Q3 2021 Nov 15, 2021	BUY	$50.69 - $50.74 $4.11 Million - $4.11 Million	80,999 Added 9.5%	933,345 $47.3 Million
Q2 2021 Aug 13, 2021	BUY	$50.71 - $50.77 $5.04 Million - $5.04 Million	99,301 Added 13.19%	852,346 $43.2 Million
Q1 2021 May 14, 2021	BUY	$50.72 - $50.82 $5.5 Million - $5.51 Million	108,369 Added 16.81%	753,045 $38.2 Million
Q4 2020 Feb 17, 2021	BUY	$50.74 - $50.83 $6.2 Million - $6.21 Million	122,181 Added 23.38%	644,676 $32.7 Million
Q3 2020 Nov 13, 2020	BUY	$50.71 - $50.88 $13.6 Million - $13.7 Million	268,591 Added 105.78%	522,495 $26.5 Million
Q2 2020 Aug 13, 2020	BUY	$49.62 - $50.75 $215,102 - $220,001	4,335 Added 1.74%	253,904 $12.9 Million
Q1 2020 May 15, 2020	BUY	$48.93 - $50.6 $1.82 Million - $1.89 Million	37,268 Added 17.55%	249,569 $12.4 Million
Q4 2019 Feb 14, 2020	BUY	$50.41 - $50.54 $6.88 Million - $6.89 Million	136,410 Added 179.74%	212,301 $10.7 Million
Q3 2019 Nov 14, 2019	SELL	$50.4 - $50.52 $234,964 - $235,524	-4,662 Reduced 5.79%	75,891 $3.83 Million
Q2 2019 Aug 13, 2019	BUY	$50.27 - $50.49 $734,696 - $737,911	14,615 Added 22.16%	80,553 $4.06 Million
Q1 2019 May 14, 2019	BUY	$50.09 - $50.4 $1.58 Million - $1.59 Million	31,614 Added 92.1%	65,938 $3.32 Million
Q4 2018 Feb 14, 2019	BUY	$50.12 - $50.25 $1.72 Million - $1.72 Million	34,324 New	34,324 $1.72 Million

Others Institutions Holding JPST

# of Institutions

1,208

Shares Held

450M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

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United Capital Financial Advisers, LLC Jp Morgan ETF Tr Ultra Short I Transaction History