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

Forza Wealth Management, LLC

$261 Billion
Q3 2025

A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Forza Wealth Management, LLC holds 126,488 shares of JPST stock, worth $6.4 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

126,488

Previous 140,538 10.0%

Holding current value

$6.4 Million

Previous $7.12 Billion 9.91%

% of portfolio

2.46%

Previous 2.92%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$50.47 - $50.74 $709,103 - $712,897	-14,050 Reduced 10.0%	126,488 $6.42 Billion
Q2 2025 Jul 18, 2025	BUY	$50.36 - $50.68 $470,009 - $472,996	9,333 Added 7.11%	140,538 $7.12 Billion
Q1 2025 Apr 30, 2025	BUY	$50.39 - $50.66 $102,039 - $102,586	2,025 Added 1.57%	131,205 $6.64 Billion
Q4 2024 Jan 13, 2025	BUY	$50.37 - $50.6 $243,035 - $244,145	4,825 Added 3.88%	129,180 $6.51 Billion
Q3 2024 Oct 28, 2024	SELL	$50.25 - $50.74 $32,662 - $32,981	-650 Reduced 0.52%	124,355 $6.31 Billion

Q2 2024 Jul 17, 2024	SELL	$50.22 - $50.48 $100,440 - $100,960	-2,000 Reduced 1.57%	125,005 $6.31 Billion
Q1 2024 Apr 22, 2024	SELL	$50.23 - $50.49 $149,685 - $150,460	-2,980 Reduced 2.29%	127,005 $6.41 Billion
Q4 2023 Jan 24, 2024	BUY	$49.96 - $50.44 $110,161 - $111,220	2,205 Added 1.73%	129,985 $6.53 Billion
Q3 2023 Oct 24, 2023	SELL	$49.94 - $50.25 $59,928 - $60,300	-1,200 Reduced 0.93%	127,780 $6.41 Billion
Q2 2023 Jul 25, 2023	SELL	$50.04 - $50.36 $585,468 - $589,212	-11,700 Reduced 8.32%	128,980 $6.47 Billion
Q1 2023 May 03, 2023	SELL	$50.12 - $50.36 $160,384 - $161,152	-3,200 Reduced 2.22%	140,680 $7.08 Billion
Q4 2022 Feb 06, 2023	BUY	$50.0 - $50.25 $7.19 Million - $7.23 Million	143,880 New	143,880 $7.21 Billion

Others Institutions Holding JPST

# of Institutions

1,257

Shares Held

469M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Forza Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History