Benchmark Financial Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 6,423 shares of JPST stock, worth $325,196. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,423
Previous 6,118 4.99%
Holding current value
$325,196
Previous $310,000 4.84%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$50.47 - $50.74 $15,393 - $15,475
305 Added 4.99%
6,423 $325,000
Q2 2025

Aug 05, 2025
BUY
$50.36 - $50.68 $3,474 - $3,496
69 Added 1.14%
6,118 $310,000
Q1 2025

Apr 25, 2025
BUY
$50.39 - $50.66 $3,476 - $3,495
69 Added 1.15%
6,049 $306,000
Q4 2024

Jan 27, 2025
BUY
$50.37 - $50.6 $301,212 - $302,588
5,980 New
5,980 $301,000
Q2 2024

Jul 23, 2024
BUY
$50.22 - $50.48 $4,720 - $4,745
94 Added 1.34%
7,098 $358,000
Q1 2024

Apr 22, 2024
BUY
$50.23 - $50.49 $351,810 - $353,631
7,004 New
7,004 $353,000
Q2 2022

Jul 22, 2022
BUY
$50.06 - $50.26 $600 - $603
12 Added 0.2%
5,953 $298,000
Q1 2022

Apr 22, 2022
BUY
$50.22 - $50.49 $301 - $302
6 Added 0.1%
5,941 $299,000
Q4 2021

Jan 26, 2022
SELL
$50.47 - $50.71 $6.94 Million - $6.97 Million
-137,452 Reduced 95.86%
5,935 $300,000
Q3 2021

Oct 26, 2021
SELL
$50.69 - $50.74 $1.03 Million - $1.03 Million
-20,358 Reduced 12.43%
143,387 $7.27 Million
Q2 2021

Jul 26, 2021
BUY
$50.71 - $50.77 $4.25 Million - $4.25 Million
83,752 Added 104.7%
163,745 $8.31 Million
Q1 2021

Apr 26, 2021
BUY
$50.72 - $50.82 $4.06 Million - $4.07 Million
79,993 New
79,993 $4.06 Million

Others Institutions Holding JPST

# of Institutions
1,258
Shares Held
468M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email