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

Naviter Wealth, LLC

$742 Million
Q4 2025

A detailed history of Naviter Wealth, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Naviter Wealth, LLC holds 578,520 shares of JPST stock, worth $29.3 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

578,520

Previous 820,700 29.51%

Holding current value

$29.3 Million

Previous $41.6 Million 29.65%

% of portfolio

3.95%

Previous 4.94%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$50.57 - $50.77 $12.2 Million - $12.3 Million	-242,180 Reduced 29.51%	578,520 $29.3 Million
Q3 2025 Nov 06, 2025	SELL	$50.47 - $50.74 $6.94 Million - $6.98 Million	-137,495 Reduced 14.35%	820,700 $41.6 Million
Q2 2025 Jul 28, 2025	BUY	$50.36 - $50.68 $25.5 Million - $25.6 Million	505,738 Added 111.78%	958,195 $48.6 Million
Q1 2025 Apr 25, 2025	BUY	$50.39 - $50.66 $4.64 Million - $4.67 Million	92,131 Added 25.57%	452,457 $22.9 Million
Q4 2024 Feb 07, 2025	SELL	$50.37 - $50.6 $3.86 Million - $3.88 Million	-76,653 Reduced 17.54%	360,326 $18.1 Million

Q3 2024 Oct 16, 2024	SELL	$50.25 - $50.74 $160,347 - $161,911	-3,191 Reduced 0.72%	436,979 $22.2 Million
Q2 2024 Aug 01, 2024	BUY	$50.22 - $50.48 $12.3 Million - $12.4 Million	244,842 Added 125.35%	440,170 $22.2 Million
Q1 2024 Apr 18, 2024	SELL	$50.23 - $50.49 $5.5 Million - $5.53 Million	-109,584 Reduced 35.94%	195,328 $9.85 Million
Q4 2023 Feb 05, 2024	SELL	$49.96 - $50.44 $1.07 Million - $1.08 Million	-21,451 Reduced 6.57%	304,912 $15.3 Million
Q3 2023 Nov 14, 2023	SELL	$49.94 - $50.25 $153,016 - $153,966	-3,064 Reduced 0.93%	326,363 $16.4 Million
Q2 2023 Jul 20, 2023	BUY	$50.04 - $50.36 $4.53 Million - $4.56 Million	90,625 Added 37.95%	329,427 $16.5 Million
Q1 2023 Apr 12, 2023	SELL	$50.12 - $50.36 $21,351 - $21,453	-426 Reduced 0.18%	238,802 $12 Million
Q4 2022 Jan 31, 2023	BUY	$50.0 - $50.25 $5.32 Million - $5.35 Million	106,480 Added 80.21%	239,228 $12 Million
Q3 2022 Oct 27, 2022	BUY	$50.0 - $50.22 $3.68 Million - $3.7 Million	73,675 Added 124.72%	132,748 $6.66 Million
Q2 2022 Jul 18, 2022	SELL	$50.06 - $50.26 $48,558 - $48,752	-970 Reduced 1.62%	59,073 $2.96 Million
Q1 2022 Apr 21, 2022	SELL	$50.22 - $50.49 $2.05 Million - $2.06 Million	-40,867 Reduced 40.5%	60,043 $3.02 Million
Q4 2021 Feb 03, 2022	BUY	$50.47 - $50.71 $5.09 Million - $5.12 Million	100,910 New	100,910 $5.1 Million

Others Institutions Holding JPST

# of Institutions

1,264

Shares Held

470M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

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