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

Marks Wealth, LLC

$233 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	SELL	$50.04 - $50.36 $159,377 - $160,396	-3,185 Reduced 25.79%	9,167 $459,000
Q1 2023 Apr 18, 2023	SELL	$50.12 - $50.36 $4.42 Million - $4.45 Million	-88,265 Reduced 87.72%	12,352 $621,000
Q4 2022 Jan 20, 2023	SELL	$50.0 - $50.25 $28,500 - $28,642	-570 Reduced 0.56%	100,617 $0
Q3 2022 Oct 18, 2022	SELL	$50.0 - $50.22 $55,500 - $55,744	-1,110 Reduced 1.09%	101,187 $5.08 Million
Q2 2022 Jul 19, 2022	SELL	$50.06 - $50.26 $9.67 Million - $9.71 Million	-193,176 Reduced 65.38%	102,297 $5.12 Million
Q1 2022 Apr 18, 2022	SELL	$50.22 - $50.49 $5.27 Million - $5.3 Million	-104,879 Reduced 26.2%	295,473 $14.9 Million
Q4 2021 Jan 13, 2022	BUY	$50.47 - $50.71 $4.35 Million - $4.37 Million	86,145 Added 27.42%	400,352 $20.2 Million
Q3 2021 Oct 08, 2021	BUY	$50.69 - $50.74 $582,681 - $583,256	11,495 Added 3.8%	314,207 $15.9 Million
Q2 2021 Jul 13, 2021	BUY	$50.71 - $50.77 $3.07 Million - $3.07 Million	60,487 Added 24.97%	302,712 $15.4 Million
Q1 2021 Apr 12, 2021	BUY	$50.72 - $50.82 $8.22 Million - $8.24 Million	162,067 Added 202.18%	242,225 $12.3 Million
Q4 2020 Mar 23, 2021	BUY	$50.74 - $50.83 $4.07 Million - $4.07 Million	80,158 New	80,158 $4.07 Million

Others Institutions Holding JPST

# of Institutions

1,056

Shares Held

365M

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

$691 Million
0.06% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.6M
Shares

$687 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$564 Million
0.26% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

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