Wealth Enhancement Advisory Services, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,082,038 shares of JPST stock, worth $257 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

5,082,038

Previous 5,858,342 13.25%

Holding current value

$257 Million

Previous $295 Million 13.25%

% of portfolio

0.52%

Previous 0.64%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$50.37 - $50.6 $39.1 Million - $39.3 Million	-776,304 Reduced 13.25%	5,082,038 $256 Million
Q4 2024 Jan 10, 2025	BUY	$50.37 - $50.6 $5.2 Million - $5.22 Million	103,192 Added 1.79%	5,858,342 $295 Million
Q3 2024 Oct 23, 2024	BUY	$50.25 - $50.74 $52.9 Million - $53.4 Million	1,053,392 Added 22.4%	5,755,150 $292 Million
Q2 2024 Jul 16, 2024	SELL	$50.22 - $50.48 $6.6 Million - $6.64 Million	-131,479 Reduced 2.72%	4,701,758 $237 Million
Q1 2024 Apr 15, 2024	BUY	$50.23 - $50.49 $66.2 Million - $66.5 Million	1,317,710 Added 37.48%	4,833,237 $244 Million
Q4 2023 Jan 30, 2024	BUY	$49.96 - $50.44 $14.7 Million - $14.8 Million	293,360 Added 9.1%	3,515,527 $177 Million
Q3 2023 Nov 13, 2023	BUY	$49.94 - $50.25 $52.5 Million - $52.8 Million	1,050,421 Added 48.37%	3,222,167 $162 Million
Q2 2023 Jul 21, 2023	SELL	$50.04 - $50.36 $8.96 Million - $9.02 Million	-179,029 Reduced 7.62%	2,171,746 $109 Million
Q1 2023 Apr 25, 2023	SELL	$50.12 - $50.36 $78.5 Million - $78.9 Million	-1,566,752 Reduced 39.99%	2,350,775 $118 Million
Q4 2022 Feb 01, 2023	SELL	$50.0 - $50.25 $6.49 Million - $6.53 Million	-129,851 Reduced 3.21%	3,917,527 $196 Million
Q3 2022 Oct 17, 2022	BUY	$50.0 - $50.22 $13.4 Million - $13.4 Million	267,774 Added 7.08%	4,047,378 $203 Million
Q2 2022 Jul 18, 2022	BUY	$50.06 - $50.26 $43.7 Million - $43.9 Million	872,645 Added 30.02%	3,779,604 $189 Million
Q1 2022 Apr 18, 2022	BUY	$50.22 - $50.49 $5.52 Million - $5.55 Million	109,954 Added 3.93%	2,906,959 $146 Million
Q4 2021 Feb 08, 2022	BUY	$50.47 - $50.71 $10.4 Million - $10.5 Million	206,880 Added 7.99%	2,797,005 $141 Million
Q3 2021 Nov 03, 2021	BUY	$50.69 - $50.74 $115 Million - $115 Million	2,270,764 Added 711.03%	2,590,125 $131 Million
Q2 2021 Aug 10, 2021	BUY	$50.71 - $50.77 $702,181 - $703,012	13,847 Added 4.53%	319,361 $16.2 Million
Q1 2021 May 12, 2021	BUY	$50.72 - $50.82 $15.5 Million - $15.5 Million	305,514 New	305,514 $15.5 Million

Others Institutions Holding JPST

# of Institutions

1,157

Shares Held

414M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Wealth Enhancement Advisory Services, LLC Jp Morgan ETF Tr Ultra Short I Transaction History