Insight Wealth Strategies, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 31, 2022	SELL	$50.47 - $50.71 $757,504 - $761,106	-15,009 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$50.69 - $50.74 $204,635 - $204,837	4,037 Added 36.79%	15,009 $761,000
Q2 2021 Aug 12, 2021	SELL	$50.71 - $50.77 $146,247 - $146,420	-2,884 Reduced 20.81%	10,972 $557,000
Q1 2021 May 12, 2021	SELL	$50.72 - $50.82 $100,729 - $100,928	-1,986 Reduced 12.54%	13,856 $703,000
Q4 2020 Feb 05, 2021	BUY	$50.74 - $50.83 $364,059 - $364,705	7,175 Added 82.79%	15,842 $805,000
Q3 2020 Oct 29, 2020	BUY	$50.71 - $50.88 $68,458 - $68,688	1,350 Added 18.45%	8,667 $440,000
Q2 2020 Jul 31, 2020	BUY	$49.62 - $50.75 $893 - $913	18 Added 0.25%	7,317 $371,000
Q1 2020 Apr 21, 2020	SELL	$48.93 - $50.6 $48,832 - $50,498	-998 Reduced 12.03%	7,299 $363,000
Q4 2019 Feb 21, 2020	BUY	$50.41 - $50.54 $17,492 - $17,537	347 Added 4.36%	8,297 $418,000
Q3 2019 Nov 06, 2019	SELL	$50.4 - $50.52 $14.3 Million - $14.3 Million	-283,102 Reduced 97.27%	7,950 $401,000
Q2 2019 Aug 06, 2019	BUY	$50.27 - $50.49 $850,618 - $854,341	16,921 Added 6.17%	291,052 $14.7 Million
Q1 2019 Apr 24, 2019	BUY	$50.09 - $50.4 $541,723 - $545,076	10,815 Added 4.11%	274,131 $13.8 Million
Q4 2018 Feb 12, 2019	BUY	$50.12 - $50.25 $13.2 Million - $13.2 Million	263,316 New	263,316 $13.2 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

73.5M
Shares

$3.71 Billion
0.31% 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

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