Zimmermann Investment Management & Planning LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 5,885 shares of JPST stock, worth $297,192. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,885

Previous 10,777 45.39%

Holding current value

$297,192

Previous $543,000 45.12%

% of portfolio

0.1%

Previous 0.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$50.25 - $50.74 $245,823 - $248,220	-4,892 Reduced 45.39%	5,885 $298,000
Q2 2024 Jul 26, 2024	SELL	$50.22 - $50.48 $1.4 Million - $1.41 Million	-27,880 Reduced 72.12%	10,777 $543,000
Q1 2024 Apr 22, 2024	SELL	$50.23 - $50.49 $4.9 Million - $4.93 Million	-97,619 Reduced 71.63%	38,657 $1.95 Million
Q4 2023 Jan 22, 2024	SELL	$49.96 - $50.44 $301,208 - $304,102	-6,029 Reduced 4.24%	136,276 $6.85 Million
Q3 2023 Oct 31, 2023	SELL	$49.94 - $50.25 $179,784 - $180,900	-3,600 Reduced 2.47%	142,305 $7.14 Million
Q2 2023 Jul 13, 2023	BUY	$50.04 - $50.36 $212,319 - $213,677	4,243 Added 3.0%	145,905 $7.32 Million
Q1 2023 Apr 25, 2023	SELL	$50.12 - $50.36 $792,296 - $796,090	-15,808 Reduced 10.04%	141,662 $7.13 Million
Q4 2022 Jan 20, 2023	BUY	$50.0 - $50.25 $756,700 - $760,483	15,134 Added 10.63%	157,470 $0
Q3 2022 Nov 01, 2022	BUY	$50.0 - $50.22 $4.56 Million - $4.58 Million	91,141 Added 178.03%	142,336 $7.14 Million
Q2 2022 Jul 28, 2022	BUY	$50.06 - $50.26 $1.36 Million - $1.37 Million	27,257 Added 113.86%	51,195 $2.56 Million
Q1 2022 Apr 18, 2022	BUY	$50.22 - $50.49 $697,857 - $701,609	13,896 Added 138.38%	23,938 $1.2 Million
Q4 2021 Feb 03, 2022	BUY	$50.47 - $50.71 $506,819 - $509,229	10,042 New	10,042 $507,000

Others Institutions Holding JPST

# of Institutions

1,055

Shares Held

365M

Call Options Held

Put Options Held

4.68K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Zimmermann Investment Management & Planning LLC Jp Morgan ETF Tr Ultra Short I Transaction History