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

Ccg Wealth Management, LLC

$179 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$50.06 - $50.26 $491,939 - $493,905	-9,827 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$50.22 - $50.49 $493,511 - $496,165	9,827 New	9,827 $494,000

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

$2.85 Billion
0.21% of portfolio
Bank Of America Corp Charlotte, NC

13.7M
Shares

$691 Million
0.06% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.6M
Shares

$687 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$564 Million
0.26% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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