Strategic Family Wealth Counselors, L.L.C. Jp Morgan ETF Tr Ultra Short I Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 77,075 shares of JPST stock, worth $3.89 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

77,075

Previous 73,895 4.3%

Holding current value

$3.89 Million

Previous $3.73 Million 4.85%

% of portfolio

1.39%

Previous 1.43%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$50.25 - $50.74 $159,795 - $161,353	3,180 Added 4.3%	77,075 $3.91 Million
Q2 2024 Aug 14, 2024	BUY	$50.22 - $50.48 $285,299 - $286,776	5,681 Added 8.33%	73,895 $3.73 Million
Q1 2024 May 14, 2024	BUY	$50.23 - $50.49 $200,518 - $201,556	3,992 Added 6.22%	68,214 $3.44 Million
Q4 2023 Jan 29, 2024	BUY	$49.96 - $50.44 $208,732 - $210,738	4,178 Added 6.96%	64,222 $3.23 Million
Q3 2023 Nov 13, 2023	SELL	$49.94 - $50.25 $12,784 - $12,864	-256 Reduced 0.42%	60,044 $3.01 Million
Q2 2023 Aug 10, 2023	SELL	$50.04 - $50.36 $151,070 - $152,036	-3,019 Reduced 4.77%	60,300 $3.02 Million
Q1 2023 May 15, 2023	SELL	$50.12 - $50.36 $208,499 - $209,497	-4,160 Reduced 6.16%	63,319 $3.19 Million
Q4 2022 Jan 25, 2023	SELL	$50.0 - $50.25 $392,600 - $394,563	-7,852 Reduced 10.42%	67,479 $0
Q3 2022 Nov 10, 2022	SELL	$50.0 - $50.22 $166,400 - $167,132	-3,328 Reduced 4.23%	75,331 $3.78 Million
Q2 2022 Aug 11, 2022	SELL	$50.06 - $50.26 $1.54 Million - $1.55 Million	-30,849 Reduced 28.17%	78,659 $3.94 Million
Q1 2022 May 04, 2022	BUY	$50.22 - $50.49 $514,051 - $516,815	10,236 Added 10.31%	109,508 $5.51 Million
Q4 2021 Feb 08, 2022	BUY	$50.47 - $50.71 $2.14 Million - $2.15 Million	42,405 Added 74.57%	99,272 $5.01 Million
Q3 2021 Nov 09, 2021	BUY	$50.69 - $50.74 $348,797 - $349,141	6,881 Added 13.77%	56,867 $2.88 Million
Q2 2021 Jul 29, 2021	BUY	$50.71 - $50.77 $303,651 - $304,010	5,988 Added 13.61%	49,986 $2.54 Million
Q1 2021 May 10, 2021	BUY	$50.72 - $50.82 $1.54 Million - $1.54 Million	30,314 Added 221.53%	43,998 $2.23 Million
Q4 2020 Feb 16, 2021	BUY	$50.74 - $50.83 $694,326 - $695,557	13,684 New	13,684 $695,000

Others Institutions Holding JPST

# of Institutions

1,056

Shares Held

365M

Call Options Held

Put Options Held

4.68K

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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Account

Strategic Family Wealth Counselors, L.L.C. Jp Morgan ETF Tr Ultra Short I Transaction History