Us Advisors Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 49,839 shares of JPST stock, worth $2.51 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

49,839

Previous 48,884 1.95%

Holding current value

$2.51 Million

Previous $2.48 Million 1.21%

% of portfolio

0.82%

Previous 0.87%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$50.37 - $50.6 $48,103 - $48,323	955 Added 1.95%	49,839 $2.51 Million
Q3 2024 Nov 07, 2024	BUY	$50.25 - $50.74 $16,833 - $16,997	335 Added 0.69%	48,884 $2.48 Million
Q2 2024 Aug 06, 2024	BUY	$50.22 - $50.48 $52,931 - $53,205	1,054 Added 2.22%	48,549 $2.45 Million
Q1 2024 May 02, 2024	BUY	$50.23 - $50.49 $4,269 - $4,291	85 Added 0.18%	47,495 $2.4 Million
Q4 2023 Feb 12, 2024	SELL	$49.96 - $50.44 $150,279 - $151,723	-3,008 Reduced 5.97%	47,410 $2.38 Million
Q3 2023 Nov 09, 2023	SELL	$49.94 - $50.25 $64,122 - $64,521	-1,284 Reduced 2.48%	50,418 $2.53 Million
Q2 2023 Aug 01, 2023	SELL	$50.04 - $50.36 $359,937 - $362,239	-7,193 Reduced 12.21%	51,702 $2.59 Million
Q1 2023 Apr 13, 2023	SELL	$50.12 - $50.36 $1.74 Million - $1.75 Million	-34,674 Reduced 37.06%	58,895 $2.96 Million
Q4 2022 Feb 10, 2023	SELL	$50.0 - $50.25 $1.03 Million - $1.03 Million	-20,516 Reduced 17.98%	93,569 $4.69 Million
Q3 2022 Nov 14, 2022	BUY	$50.0 - $50.22 $424,300 - $426,166	8,486 Added 8.04%	114,085 $5.72 Million
Q2 2022 Aug 12, 2022	BUY	$50.06 - $50.26 $2.05 Million - $2.06 Million	40,933 Added 63.3%	105,599 $5.29 Million
Q1 2022 Jun 08, 2022	SELL	$50.22 - $50.49 $27,972 - $28,122	-557 Reduced 0.85%	64,666 $3.25 Million
Q4 2021 Feb 14, 2022	BUY	$50.47 - $50.71 $42,192 - $42,393	836 Added 1.3%	65,223 $3.29 Million
Q3 2021 Nov 03, 2021	SELL	$50.69 - $50.74 $40,197 - $40,236	-793 Reduced 1.22%	64,387 $3.27 Million
Q2 2021 Aug 09, 2021	SELL	$50.71 - $50.77 $108,063 - $108,190	-2,131 Reduced 3.17%	65,180 $3.31 Million
Q1 2021 May 11, 2021	SELL	$50.72 - $50.82 $76,891 - $77,043	-1,516 Reduced 2.2%	67,311 $3.42 Million
Q4 2020 Feb 11, 2021	BUY	$50.74 - $50.83 $584,626 - $585,663	11,522 Added 20.11%	68,827 $3.5 Million
Q3 2020 Nov 04, 2020	BUY	$50.71 - $50.88 $30,121 - $30,222	594 Added 1.05%	57,305 $2.91 Million
Q2 2020 Aug 13, 2020	BUY	$49.62 - $50.75 $371,008 - $379,457	7,477 Added 15.19%	56,711 $2.88 Million
Q1 2020 Apr 28, 2020	SELL	$48.93 - $50.6 $298,864 - $309,064	-6,108 Reduced 11.04%	49,234 $2.45 Million
Q4 2019 Feb 14, 2020	BUY	$50.41 - $50.54 $2.79 Million - $2.8 Million	55,342 New	55,342 $2.79 Million

Others Institutions Holding JPST

# of Institutions

1,106

Shares Held

375M

Call Options Held

Put Options Held

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About JP MORGAN ETF TR ULTRA-SHORT I

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Us Advisors Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History