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

Robertson Stephens Wealth Management, LLC

$2.84 Billion
Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 13,543 shares of JPST stock, worth $684,192. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,543

Previous 8,994 50.58%

Holding current value

$684,192

Previous $453,000 51.21%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$50.39 - $50.66 $229,224 - $230,452	4,549 Added 50.58%	13,543 $685,000
Q4 2024 Jan 27, 2025	SELL	$50.37 - $50.6 $3,122 - $3,137	-62 Reduced 0.68%	8,994 $453,000
Q3 2024 Nov 12, 2024	SELL	$50.25 - $50.74 $26,130 - $26,384	-520 Reduced 5.43%	9,056 $459,000
Q1 2024 May 15, 2024	BUY	$50.23 - $50.49 $196,148 - $197,163	3,905 Added 68.86%	9,576 $483,000
Q4 2023 Feb 06, 2024	BUY	$49.96 - $50.44 $24,980 - $25,220	500 Added 9.67%	5,671 $284,000
Q3 2023 Nov 13, 2023	BUY	$49.94 - $50.25 $258,239 - $259,842	5,171 New	5,171 $259,000
Q4 2022 Feb 14, 2023	BUY	$50.0 - $50.25 $279,900 - $281,299	5,598 New	5,598 $280,000

Others Institutions Holding JPST

# of Institutions

1,167

Shares Held

417M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

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