Jpmorgan Chase & CO Innovator U.S. Equity Ultra Bu Transaction History

Jpmorgan Chase & CO

$1.22 Trillion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$29.26 - $30.26 $216,524 - $223,924	7,400 New	7,400 $223,000
Q3 2023 Nov 14, 2023	BUY	$27.54 - $28.26 $149,679 - $153,593	5,435 Added 49409.09%	5,446 $150,000
Q2 2023 Aug 11, 2023	BUY	$26.32 - $27.95 $289 - $307	11 New	11 $0

Others Institutions Holding UMAY

# of Institutions

48

Shares Held

923K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.45 Million
0.29% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$2.99 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

58.7K
Shares

$1.98 Million
0.48% of portfolio
Kestra Advisory Services, LLC

57.2K
Shares

$1.93 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

44.4K
Shares

$1.49 Million
0.43% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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