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

Echo Wealth Management, LLC

$118 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 20, 2023	BUY	$49.94 - $50.25 $75,509 - $75,978	1,512 Added 9.08%	18,172 $911,000
Q2 2023 Jul 31, 2023	SELL	$50.04 - $50.36 $167,583 - $168,655	-3,349 Reduced 16.74%	16,660 $835,000
Q1 2023 Apr 28, 2023	SELL	$50.12 - $50.36 $574,475 - $577,226	-11,462 Reduced 36.42%	20,009 $1.01 Million
Q4 2022 Jan 30, 2023	BUY	$50.0 - $50.25 $723,400 - $727,017	14,468 Added 85.09%	31,471 $1.58 Million
Q3 2022 Nov 14, 2022	BUY	$50.0 - $50.22 $22,200 - $22,297	444 Added 2.68%	17,003 $852,000
Q2 2022 Jul 29, 2022	BUY	$50.06 - $50.26 $306,116 - $307,339	6,115 Added 58.55%	16,559 $828,000
Q1 2022 May 16, 2022	BUY	$50.22 - $50.49 $524,497 - $527,317	10,444 New	10,444 $524,000

Others Institutions Holding JPST

# of Institutions

1,055

Shares Held

344M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

58.3M
Shares

$2.95 Billion
0.26% of portfolio
Morgan Stanley New York, NY

56M
Shares

$2.84 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

14.4M
Shares

$730 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$684 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

10.4M
Shares

$526 Million
0.27% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Echo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Echo Wealth Management, LLC with notifications on news.