Legacy Wealth Management, Inc Jp Morgan ETF Tr Ultra Short I Transaction History

Legacy Wealth Management, Inc

$1.56 Billion
Q4 2024

A detailed history of Legacy Wealth Management, Inc transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Legacy Wealth Management, Inc holds 1,444,695 shares of JPST stock, worth $73 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares

1,444,695

Previous 1,381,600 4.57%

Holding current value

$73 Million

Previous $70.1 Million 3.8%

% of portfolio

4.67%

Previous 4.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$50.37 - $50.6 $3.18 Million - $3.19 Million	63,095 Added 4.57%	1,444,695 $72.8 Million
Q3 2024 Oct 24, 2024	BUY	$50.25 - $50.74 $1.86 Million - $1.88 Million	37,113 Added 2.76%	1,381,600 $70.1 Million
Q2 2024 Jul 12, 2024	BUY	$50.22 - $50.48 $1.49 Million - $1.5 Million	29,650 Added 2.26%	1,344,487 $67.9 Million
Q1 2024 Apr 12, 2024	BUY	$50.23 - $50.49 $2.65 Million - $2.67 Million	52,813 Added 4.18%	1,314,837 $66.3 Million
Q4 2023 Jan 23, 2024	BUY	$49.96 - $50.44 $1.56 Million - $1.57 Million	31,194 Added 2.53%	1,262,024 $63.4 Million
Q3 2023 Oct 24, 2023	SELL	$49.94 - $50.25 $118 Million - $119 Million	-2,369,928 Reduced 65.82%	1,230,830 $61.8 Million
Q2 2023 Jul 17, 2023	BUY	$50.04 - $50.36 $1.34 Million - $1.34 Million	26,696 Added 0.75%	3,600,758 $181 Million
Q1 2023 Apr 11, 2023	BUY	$50.12 - $50.36 $676,970 - $680,212	13,507 Added 0.38%	3,574,062 $180 Million
Q4 2022 Jan 17, 2023	SELL	$50.0 - $50.25 $4.44 Million - $4.46 Million	-88,807 Reduced 2.43%	3,560,555 $0
Q3 2022 Oct 12, 2022	BUY	$50.0 - $50.22 $103 Million - $103 Million	2,060,060 Added 129.62%	3,649,362 $183 Million
Q2 2022 Jul 22, 2022	BUY	$50.06 - $50.26 $79.6 Million - $79.9 Million	1,589,302 New	1,589,302 $79.6 Million

Others Institutions Holding JPST

# of Institutions

1,066

Shares Held

370M

Call Options Held

Put Options Held

4.68K

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Legacy Wealth Management, Inc Jp Morgan ETF Tr Ultra Short I Transaction History