A detailed history of Daner Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Daner Wealth Management, LLC holds 21,885 shares of JPST stock, worth $1.11 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
21,885
Previous 21,649 1.09%
Holding current value
$1.11 Million
Previous $1.1 Billion 99.9%
% of portfolio
0.74%
Previous 0.76%

Shares

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

Oct 20, 2025

BUY
$50.47 - $50.74 $11,910 - $11,974
236 Added 1.09%
21,885 $1.11 Million
Q2 2025

Aug 13, 2025

SELL
$50.36 - $50.68 $451,225 - $454,092
-8,960 Reduced 29.27%
21,649 $1.1 Billion
Q4 2024

Feb 04, 2025

BUY
$50.37 - $50.6 $1.54 Million - $1.55 Million
30,609 New
30,609 $1.55 Billion

Others Institutions Holding JPST

About JP MORGAN ETF TR ULTRA-SHORT I


  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Daner Wealth Management, LLC Portfolio

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

News

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