Clearwater Capital Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Clearwater Capital Advisors, LLC

$973 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$50.23 - $50.49 $66,705 - $67,050	-1,328 Reduced 7.14%	17,274 $871,000
Q4 2023 Feb 06, 2024	BUY	$49.96 - $50.44 $297,861 - $300,723	5,962 Added 47.17%	18,602 $934,000
Q3 2023 Oct 24, 2023	BUY	$49.94 - $50.25 $3,495 - $3,517	70 Added 0.56%	12,640 $634,000
Q2 2023 Aug 08, 2023	SELL	$50.04 - $50.36 $50,190 - $50,511	-1,003 Reduced 7.39%	12,570 $630,000
Q1 2023 May 10, 2023	BUY	$50.12 - $50.36 $24,358 - $24,474	486 Added 3.71%	13,573 $682,000
Q4 2022 Jan 27, 2023	BUY	$50.0 - $50.25 $654,350 - $657,621	13,087 New	13,087 $0
Q1 2021 Apr 21, 2021	SELL	$50.72 - $50.82 $1.02 Million - $1.03 Million	-20,185 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$50.74 - $50.83 $1.02 Million - $1.03 Million	20,185 New	20,185 $1.03 Million

Others Institutions Holding JPST

# of Institutions

1,056

Shares Held

365M

Call Options Held

0

Put Options Held

4.68K

Jpmorgan Chase & CO New York, NY

73.5M
Shares

$3.71 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

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