Principle Wealth Partners LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Principle Wealth Partners LLC holds 136,030 shares of JPST stock, worth $6.86 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

136,030

Previous 130,103 4.56%

Holding current value

$6.86 Million

Previous $6.6 Million 3.79%

% of portfolio

0.51%

Previous 0.49%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$50.37 - $50.6 $298,542 - $299,906	5,927 Added 4.56%	136,030 $6.85 Million
Q3 2024 Nov 13, 2024	BUY	$50.25 - $50.74 $205,321 - $207,323	4,086 Added 3.24%	130,103 $6.6 Million
Q2 2024 Aug 13, 2024	SELL	$50.22 - $50.48 $243,617 - $244,878	-4,851 Reduced 3.71%	126,017 $6.36 Million
Q1 2024 Apr 23, 2024	SELL	$50.23 - $50.49 $168,672 - $169,545	-3,358 Reduced 2.5%	130,868 $6.6 Million
Q4 2023 Feb 05, 2024	BUY	$49.96 - $50.44 $63,349 - $63,957	1,268 Added 0.95%	134,226 $6.74 Million
Q3 2023 Nov 01, 2023	BUY	$49.94 - $50.25 $3.36 Million - $3.39 Million	67,376 Added 102.74%	132,958 $6.67 Million
Q2 2023 Jul 31, 2023	BUY	$50.04 - $50.36 $2.73 Million - $2.75 Million	54,597 Added 497.01%	65,582 $3.29 Million
Q1 2023 May 10, 2023	BUY	$50.12 - $50.36 $550,568 - $553,204	10,985 New	10,985 $552,000
Q2 2022 Aug 02, 2022	SELL	$50.06 - $50.26 $394,873 - $396,450	-7,888 Reduced 52.03%	7,273 $364,000
Q1 2022 May 12, 2022	SELL	$50.22 - $50.49 $493,461 - $496,114	-9,826 Reduced 39.32%	15,161 $762,000
Q4 2021 Feb 11, 2022	SELL	$50.47 - $50.71 $685,836 - $689,098	-13,589 Reduced 35.23%	24,987 $1.26 Million
Q3 2021 Nov 16, 2021	SELL	$50.69 - $50.74 $86,325 - $86,410	-1,703 Reduced 4.23%	38,576 $1.96 Million
Q2 2021 Aug 13, 2021	SELL	$50.71 - $50.77 $298,529 - $298,882	-5,887 Reduced 12.75%	40,279 $2.04 Million
Q1 2021 May 18, 2021	SELL	$50.72 - $50.82 $335,563 - $336,225	-6,616 Reduced 12.53%	46,166 $2.34 Million
Q4 2020 Feb 16, 2021	BUY	$50.74 - $50.83 $2.68 Million - $2.68 Million	52,782 New	52,782 $2.68 Million

Others Institutions Holding JPST

# of Institutions

1,087

Shares Held

373M

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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Principle Wealth Partners LLC Jp Morgan ETF Tr Ultra Short I Transaction History