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

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Modern Wealth Management, LLC holds 424,963 shares of JPST stock, worth $21.5 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

424,963

Previous 111,027 282.76%

Holding current value

$21.5 Million

Previous $5.63 Million 383091.5%

% of portfolio

0.43%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$50.47 - $50.74 $15.8 Million - $15.9 Million	313,936 Added 282.76%	424,963 $21.6 Billion
Q2 2025 Aug 14, 2025	SELL	$50.36 - $50.68 $235,483 - $236,979	-4,676 Reduced 4.04%	111,027 $5.63 Million
Q1 2025 May 30, 2025	BUY	$50.39 - $50.66 $1,511 - $1,519	30 Added 0.03%	115,703 $5.86 Million
Q1 2025 May 15, 2025	BUY	$50.39 - $50.66 $190,877 - $191,900	3,788 Added 3.39%	115,673 $5.86 Billion
Q4 2024 May 30, 2025	SELL	$50.37 - $50.6 $210,244 - $211,204	-4,174 Reduced 3.61%	111,499 $5.62 Million

Q4 2024 May 29, 2025	SELL	$50.37 - $50.6 $210,244 - $211,204	-4,174 Reduced 3.61%	111,499 $5.62 Million
Q4 2024 Feb 11, 2025	BUY	$50.37 - $50.6 $5.64 Million - $5.66 Million	111,885 New	111,885 $5.64 Billion
Q2 2024 May 29, 2025	SELL	$50.22 - $50.48 $5.61 Million - $5.64 Million	-111,693 Reduced 96.56%	3,980 $201 Million
Q2 2024 Aug 07, 2024	BUY	$50.22 - $50.48 $199,875 - $200,910	3,980 New	3,980 $201 Million

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