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

Meridian Wealth Advisors, LLC

$536 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 19, 2022	SELL	$50.0 - $50.22 $1.06 Million - $1.06 Million	-21,145 Reduced 83.26%	4,252 $213,000
Q2 2022 Jul 26, 2022	SELL	$50.06 - $50.26 $49,359 - $49,556	-986 Reduced 3.74%	25,397 $1.27 Million
Q1 2022 May 12, 2022	BUY	$50.22 - $50.49 $248,589 - $249,925	4,950 Added 23.1%	26,383 $1.33 Million
Q4 2021 Feb 02, 2022	BUY	$50.47 - $50.71 $618,762 - $621,704	12,260 Added 133.65%	21,433 $1.08 Million
Q2 2021 Aug 10, 2021	BUY	$50.71 - $50.77 $265,618 - $265,933	5,238 Added 133.11%	9,173 $465,000
Q1 2021 May 07, 2021	SELL	$50.72 - $50.82 $120,307 - $120,545	-2,372 Reduced 37.61%	3,935 $200,000
Q4 2020 May 07, 2021	BUY	$50.74 - $50.83 $320,017 - $320,584	6,307 New	6,307 $320,000
Q3 2020 Nov 16, 2020	SELL	$50.71 - $50.88 $564,655 - $566,548	-11,135 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$49.62 - $50.75 $552,518 - $565,101	11,135 New	11,135 $565,000

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

Ticker JPST
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