West Oak Capital, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

West Oak Capital, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of West Oak Capital, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, West Oak Capital, LLC holds 918,881 shares of JPST stock, worth $46.3 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
918,881
Previous 33,788 2619.55%
Holding current value
$46.3 Million
Previous $17.1 Million 23.63%
% of portfolio
0.75%
Previous 0.32%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$50.37 - $50.6 $44.6 Million - $44.8 Million
885,093 Added 2619.55%
918,881 $21.2 Million
Q3 2024

Oct 17, 2024
BUY
$50.25 - $50.74 $537,675 - $542,918
10,700 Added 46.34%
33,788 $17.1 Million
Q2 2024

Jul 24, 2024
BUY
$50.22 - $50.48 $95,568 - $96,063
1,903 Added 8.98%
23,088 $1.17 Million
Q1 2024

Apr 18, 2024
BUY
$50.23 - $50.49 $7,032 - $7,068
140 Added 0.67%
21,185 $1.07 Million
Q3 2023

Oct 05, 2023
BUY
$49.94 - $50.25 $916,399 - $922,087
18,350 Added 680.89%
21,045 $1.06 Million
Q2 2023

Jul 19, 2023
BUY
$50.04 - $50.36 $134,857 - $135,720
2,695 New
2,695 $135,000
Q1 2022

Apr 20, 2022
SELL
$50.22 - $50.49 $17.4 Million - $17.5 Million
-347,411 Closed
0 $0
Q4 2021

Jan 12, 2022
SELL
$50.47 - $50.71 $233,171 - $234,280
-4,620 Reduced 1.31%
347,411 $17.5 Million
Q3 2021

Oct 07, 2021
BUY
$50.69 - $50.74 $1.71 Million - $1.71 Million
33,691 Added 10.58%
352,031 $17.9 Million
Q2 2021

Jul 20, 2021
BUY
$50.71 - $50.77 $324,391 - $324,775
6,397 Added 2.05%
318,340 $16.2 Million
Q1 2021

Apr 13, 2021
BUY
$50.72 - $50.82 $683,147 - $684,494
13,469 Added 4.51%
311,943 $15.8 Million
Q4 2020

Jan 08, 2021
BUY
$50.74 - $50.83 $3.07 Million - $3.07 Million
60,435 Added 25.39%
298,474 $15.2 Million
Q3 2020

Oct 09, 2020
BUY
$50.71 - $50.88 $2.31 Million - $2.32 Million
45,517 Added 23.64%
238,039 $12.1 Million
Q2 2020

Jul 06, 2020
BUY
$49.62 - $50.75 $1.06 Million - $1.09 Million
21,425 Added 12.52%
192,522 $9.77 Million
Q1 2020

Apr 07, 2020
SELL
$48.93 - $50.6 $208,490 - $215,606
-4,261 Reduced 2.43%
171,097 $8.5 Million
Q4 2019

Jan 09, 2020
BUY
$50.41 - $50.54 $2.22 Million - $2.23 Million
44,065 Added 33.56%
175,358 $8.84 Million
Q3 2019

Oct 02, 2019
BUY
$50.4 - $50.52 $2.01 Million - $2.01 Million
39,788 Added 43.48%
131,293 $6.62 Million
Q2 2019

Jul 12, 2019
BUY
$50.27 - $50.49 $4.6 Million - $4.62 Million
91,505 New
91,505 $4.61 Million

Others Institutions Holding JPST

# of Institutions
1,058
Shares Held
366M
Call Options Held
0
Put Options Held
4.68K
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 West Oak Capital, LLC Portfolio

Follow West Oak Capital, 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 West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email