Plan Group Financial, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Plan Group Financial, LLC holds 4,351 shares of JPST stock, worth $220,291. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,351

Previous 4,351 -0.0%

Holding current value

$220,291

Previous $220,000 -0.0%

% of portfolio

0.06%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$50.39 - $50.66 $6,701 - $6,737	133 Added 3.15%	4,351 $220,000
Q4 2024 Jan 31, 2025	BUY	$50.37 - $50.6 $50 - $50	1 Added 0.02%	4,218 $212,000
Q3 2024 Oct 22, 2024	SELL	$50.25 - $50.74 $603 - $608	-12 Reduced 0.28%	4,217 $213,000
Q2 2024 Aug 05, 2024	SELL	$50.22 - $50.48 $6,779 - $6,814	-135 Reduced 3.09%	4,229 $213,000
Q1 2024 Apr 26, 2024	SELL	$50.23 - $50.49 $96,441 - $96,940	-1,920 Reduced 30.55%	4,364 $220,000

Q4 2023 Jan 29, 2024	SELL	$49.96 - $50.44 $46,512 - $46,959	-931 Reduced 12.9%	6,284 $315,000
Q3 2023 Nov 13, 2023	SELL	$49.94 - $50.25 $415,001 - $417,577	-8,310 Reduced 53.53%	7,215 $362,000
Q2 2023 Aug 10, 2023	BUY	$50.04 - $50.36 $477,481 - $480,535	9,542 Added 159.49%	15,525 $778,000
Q2 2022 Aug 12, 2022	BUY	$50.06 - $50.26 $299,508 - $300,705	5,983 New	5,983 $299,000

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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Plan Group Financial, LLC Jp Morgan ETF Tr Ultra Short I Transaction History