Wealth Plan Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 6,054 shares of JPST stock, worth $305,848. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,054

Previous 6,328 4.33%

Holding current value

$305,848

Previous $319 Million 4.29%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$50.22 - $50.48 $13,760 - $13,831	-274 Reduced 4.33%	6,054 $306 Million
Q1 2024 May 07, 2024	SELL	$50.23 - $50.49 $10,899 - $10,956	-217 Reduced 3.32%	6,328 $319 Million
Q4 2023 Jan 05, 2024	SELL	$49.96 - $50.44 $29,576 - $29,860	-592 Reduced 8.29%	6,545 $329 Million
Q3 2023 Nov 01, 2023	BUY	$49.94 - $50.25 $157,061 - $158,036	3,145 Added 78.78%	7,137 $358 Million
Q2 2023 Jul 31, 2023	SELL	$50.04 - $50.36 $157,375 - $158,382	-3,145 Reduced 44.07%	3,992 $200 Million
Q1 2023 May 10, 2023	SELL	$50.12 - $50.36 $237,468 - $238,605	-4,738 Reduced 39.9%	7,137 $359 Million
Q4 2022 Feb 16, 2023	SELL	$50.0 - $50.25 $399,650 - $401,648	-7,993 Reduced 40.23%	11,875 $597 Million
Q1 2022 May 03, 2022	SELL	$50.22 - $50.49 $1.32 Million - $1.33 Million	-26,269 Reduced 56.94%	19,868 $998,000
Q4 2021 Feb 01, 2022	BUY	$50.47 - $50.71 $13,324 - $13,387	264 Added 0.58%	46,137 $2.33 Million
Q3 2021 Dec 09, 2021	SELL	$50.69 - $50.74 $276,767 - $277,040	-5,460 Reduced 10.64%	45,873 $2.33 Million
Q2 2021 Aug 19, 2021	BUY	$50.71 - $50.77 $2.05 Million - $2.05 Million	40,417 Added 370.25%	51,333 $2.6 Million
Q1 2021 May 11, 2021	BUY	$50.72 - $50.82 $118,380 - $118,613	2,334 Added 27.2%	10,916 $554,000
Q4 2020 Feb 09, 2021	SELL	$50.74 - $50.83 $145,623 - $145,882	-2,870 Reduced 25.06%	8,582 $436,000
Q3 2020 Dec 18, 2020	SELL	$50.71 - $50.88 $35,750 - $35,870	-705 Reduced 5.8%	11,452 $581,000
Q2 2020 Aug 19, 2020	BUY	$49.62 - $50.75 $16,870 - $17,255	340 Added 2.88%	12,157 $618,000
Q1 2020 May 15, 2020	BUY	$48.93 - $50.6 $578,205 - $597,940	11,817 New	11,817 $595,000
Q4 2018 Feb 20, 2019	SELL	$50.12 - $50.25 $225,038 - $225,622	-4,490 Closed	0 $0
Q3 2018 Nov 21, 2018	BUY	$50.11 - $50.27 $224,993 - $225,712	4,490 New	4,490 $226,000

Others Institutions Holding JPST

# of Institutions

1,054

Shares Held

344M

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 Plan Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History