Legacy Financial Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$50.27 - $50.49 $48,812 - $49,025	-971 Closed	0 $0
Q1 2019 May 14, 2019	BUY	$50.09 - $50.4 $48,637 - $48,938	971 New	971 $49,000

Others Institutions Holding JPST

# of Institutions

1,087

Shares Held

373M

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

56.5M
Shares

$2.85 Billion
0.21% of portfolio
Bank Of America Corp Charlotte, NC

13.7M
Shares

$690 Million
0.06% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.6M
Shares

$686 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$563 Million
0.26% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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