Cornerstone Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Cornerstone Wealth Management, LLC

  • $1.44 Billion
  • Q4 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 51,695 shares of JPST stock, worth $2.61 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
51,695
Previous 49,517 4.4%
Holding current value
$2.61 Million
Previous $2.51 Million 3.62%
% of portfolio
0.18%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$50.37 - $50.6 $109,705 - $110,206
2,178 Added 4.4%
51,695 $2.6 Million
Q3 2024

Oct 16, 2024
SELL
$50.25 - $50.74 $53,265 - $53,784
-1,060 Reduced 2.1%
49,517 $2.51 Million
Q2 2024

Jul 16, 2024
BUY
$50.22 - $50.48 $653,311 - $656,694
13,009 Added 34.63%
50,577 $2.55 Million
Q1 2024

Apr 19, 2024
SELL
$50.23 - $50.49 $24,110 - $24,235
-480 Reduced 1.26%
37,568 $1.9 Million
Q4 2023

Jan 10, 2024
BUY
$49.96 - $50.44 $436,250 - $440,442
8,732 Added 29.79%
38,048 $1.91 Million
Q3 2023

Nov 06, 2023
BUY
$49.94 - $50.25 $785,805 - $790,683
15,735 Added 115.86%
29,316 $1.47 Million
Q2 2023

Jul 14, 2023
BUY
$50.04 - $50.36 $406,575 - $409,175
8,125 Added 148.92%
13,581 $680,000
Q1 2023

May 15, 2023
BUY
$50.12 - $50.36 $273,454 - $274,764
5,456 New
5,456 $274,000
Q1 2019

May 13, 2019
SELL
$50.09 - $50.4 $276,496 - $278,208
-5,520 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
$50.12 - $50.25 $276,662 - $277,380
5,520 New
5,520 $277,000
Q3 2018

Oct 19, 2018
SELL
$50.11 - $50.27 $15.6 Million - $15.7 Million
-311,333 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
$50.04 - $50.21 $15.6 Million - $15.6 Million
311,333 New
311,333 $6.21 Million

Others Institutions Holding JPST

# of Institutions
1,106
Shares Held
375M
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 Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email