Kozak & Associates, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Kozak & Associates, Inc.

$365 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	SELL	$50.0 - $50.22 $0 - $0	0 Closed	0 $0
Q2 2022 Oct 12, 2022	BUY	$50.06 - $50.26 $0 - $0	0 New	0 $0

Others Institutions Holding JPST

# of Institutions

1,012

Shares Held

320M

Call Options Held

0

Put Options Held

8.61K

Morgan Stanley New York, NY

54.3M
Shares

$2.73 Billion
0.22% of portfolio
Jpmorgan Chase & CO New York, NY

45.7M
Shares

$2.3 Billion
0.21% of portfolio
Bank Of America Corp Charlotte, NC

14.5M
Shares

$728 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.6M
Shares

$685 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

9.15M
Shares

$460 Million
0.25% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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