Legacy Capital Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 10,482 shares of JPST stock, worth $529,026. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,482

Previous 10,469 0.12%

Holding current value

$529,026

Previous $531,000 0.75%

% of portfolio

0.12%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$50.37 - $50.6 $654 - $657	13 Added 0.12%	10,482 $527,000
Q3 2024 Nov 04, 2024	BUY	$50.25 - $50.74 $8,492 - $8,575	169 Added 1.64%	10,469 $531,000
Q2 2024 Aug 01, 2024	BUY	$50.22 - $50.48 $517,266 - $519,943	10,300 New	10,300 $519,000
Q4 2023 Feb 05, 2024	SELL	$49.96 - $50.44 $3,147 - $3,177	-63 Reduced 0.61%	10,349 $519,000
Q3 2023 Oct 16, 2023	BUY	$49.94 - $50.25 $519,975 - $523,203	10,412 New	10,412 $522,000
Q1 2023 May 10, 2023	BUY	$50.12 - $50.36 $644,493 - $647,579	12,859 New	12,859 $647,000
Q3 2022 Nov 14, 2022	SELL	$50.0 - $50.22 $23,450 - $23,553	-469 Reduced 9.8%	4,316 $216,000
Q2 2022 Aug 12, 2022	SELL	$50.06 - $50.26 $65,278 - $65,539	-1,304 Reduced 21.42%	4,785 $240,000
Q1 2022 May 16, 2022	SELL	$50.22 - $50.49 $150,609 - $151,419	-2,999 Reduced 33.0%	6,089 $306,000
Q4 2021 Feb 14, 2022	BUY	$50.47 - $50.71 $84,688 - $85,091	1,678 Added 22.65%	9,088 $459,000
Q3 2021 Nov 15, 2021	BUY	$50.69 - $50.74 $7,502 - $7,509	148 Added 2.04%	7,410 $376,000
Q2 2021 Aug 13, 2021	BUY	$50.71 - $50.77 $59,127 - $59,197	1,166 Added 19.13%	7,262 $368,000
Q1 2021 May 14, 2021	BUY	$50.72 - $50.82 $309,189 - $309,798	6,096 New	6,096 $309,000

Others Institutions Holding JPST

# of Institutions

1,133

Shares Held

410M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Legacy Capital Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History