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

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

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 8,994 shares of JPST stock, worth $455,276. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,994
Previous 9,056 0.68%
Holding current value
$455,276
Previous $459,000 1.31%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,158
Shares Held
414M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

JPST Quotes by TradingView
  • Ticker JPST
  • Sector ETFs
  • Industry ETFs
More about JPST
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email