Mbm Wealth Consultants, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Mbm Wealth Consultants, LLC

$322 Million
Q4 2024

A detailed history of Mbm Wealth Consultants, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 292,735 shares of JPST stock, worth $14.8 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares

292,735

Previous 239,991 21.98%

Holding current value

$14.8 Million

Previous $12.2 Million 21.09%

% of portfolio

4.57%

Previous 3.96%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$50.37 - $50.6 $2.66 Million - $2.67 Million	52,744 Added 21.98%	292,735 $14.7 Million
Q3 2024 Oct 07, 2024	BUY	$50.25 - $50.74 $1.27 Million - $1.28 Million	25,301 Added 11.78%	239,991 $12.2 Million
Q2 2024 Jul 30, 2024	SELL	$50.22 - $50.48 $1.07 Million - $1.08 Million	-21,353 Reduced 9.05%	214,690 $10.8 Million
Q1 2024 Apr 18, 2024	BUY	$50.23 - $50.49 $438,859 - $441,131	8,737 Added 3.84%	236,043 $11.9 Million
Q4 2023 Jan 30, 2024	BUY	$49.96 - $50.44 $1.72 Million - $1.73 Million	34,330 Added 17.79%	227,306 $11.4 Million
Q3 2023 Oct 19, 2023	BUY	$49.94 - $50.25 $726,477 - $730,986	14,547 Added 8.15%	192,976 $9.68 Million
Q2 2023 Jul 24, 2023	SELL	$50.04 - $50.36 $102,281 - $102,935	-2,044 Reduced 1.13%	178,429 $8.95 Million
Q1 2023 May 31, 2023	SELL	$50.12 - $50.36 $50 - $50	-1 Reduced -0.0%	180,473 $10.2 Million
Q4 2022 Feb 15, 2023	SELL	$50.0 - $50.25 $2.86 Million - $2.87 Million	-57,172 Reduced 24.06%	180,474 $9.07 Million
Q3 2022 Oct 24, 2022	BUY	$50.0 - $50.22 $1.23 Million - $1.23 Million	24,506 Added 11.5%	237,646 $11.9 Million
Q2 2022 Aug 15, 2022	BUY	$50.06 - $50.26 $10.7 Million - $10.7 Million	213,140 New	213,140 $10.7 Million
Q1 2020 May 13, 2020	SELL	$48.93 - $50.6 $97,370 - $100,694	-1,990 Closed	0 $0
Q1 2019 Apr 25, 2019	BUY	$50.09 - $50.4 $99,679 - $100,296	1,990 New	1,990 $100,000

Others Institutions Holding JPST

# of Institutions

1,157

Shares Held

414M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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Mbm Wealth Consultants, LLC Jp Morgan ETF Tr Ultra Short I Transaction History