Northwest Financial Advisors Jp Morgan ETF Tr Ultra Short I Transaction History

Northwest Financial Advisors

$126 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$50.23 - $50.49 $6,981 - $7,018	-139 Closed	0 $0
Q4 2023 Feb 07, 2024	BUY	$49.96 - $50.44 $6,944 - $7,011	139 New	139 $6.96 Million

Others Institutions Holding JPST

# of Institutions

1,054

Shares Held

365M

Call Options Held

0

Put Options Held

4.68K

Jpmorgan Chase & CO New York, NY

73.5M
Shares

$3.72 Billion
0.31% of portfolio
Morgan Stanley New York, NY

56.5M
Shares

$2.86 Billion
0.21% of portfolio
Bank Of America Corp Charlotte, NC

13.7M
Shares

$692 Million
0.06% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.6M
Shares

$688 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$565 Million
0.26% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

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