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

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	BUY	$50.0 - $50.22 $10.1 Million - $10.2 Million	202,970 Added 43.49%	669,646 $33.6 Million
Q2 2022 Jul 29, 2022	BUY	$50.06 - $50.26 $7.36 Million - $7.39 Million	146,937 Added 45.96%	466,676 $23.4 Million
Q1 2022 May 04, 2022	SELL	$50.22 - $50.49 $5.54 Million - $5.57 Million	-110,353 Reduced 25.66%	319,739 $16.1 Million
Q4 2021 Feb 04, 2022	BUY	$50.47 - $50.71 $7.86 Million - $7.9 Million	155,698 Added 56.74%	430,092 $21.7 Million
Q3 2021 Oct 21, 2021	BUY	$50.69 - $50.74 $2.38 Million - $2.38 Million	46,923 Added 20.63%	274,394 $13.9 Million
Q2 2021 Jul 19, 2021	BUY	$50.71 - $50.77 $8.75 Million - $8.76 Million	172,572 Added 314.34%	227,471 $11.5 Million
Q1 2021 May 04, 2021	SELL	$50.72 - $50.82 $9.16 Million - $9.17 Million	-180,502 Reduced 76.68%	54,899 $2.79 Million
Q4 2020 Feb 04, 2021	SELL	$50.74 - $50.83 $3.95 Million - $3.96 Million	-77,885 Reduced 24.86%	235,401 $12 Million
Q3 2020 Oct 19, 2020	BUY	$50.71 - $50.88 $6.36 Million - $6.38 Million	125,433 Added 66.77%	313,286 $15.9 Million
Q2 2020 Jul 15, 2020	BUY	$49.62 - $50.75 $9.32 Million - $9.53 Million	187,853 New	187,853 $9.53 Million

Others Institutions Holding JPST

# of Institutions

1,044

Shares Held

344M

Call Options Held

0

Put Options Held

4.68K

Jpmorgan Chase & CO New York, NY

58.3M
Shares

$2.94 Billion
0.26% of portfolio
Morgan Stanley New York, NY

56M
Shares

$2.82 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

14.4M
Shares

$726 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$681 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

10.4M
Shares

$523 Million
0.27% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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