Peterson Financial Group, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History

Peterson Financial Group, Inc.

$16.4 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$50.23 - $50.49 $4,872 - $4,897	97 Added 1.73%	5,706 $287,000
Q4 2023 Feb 12, 2024	BUY	$49.96 - $50.44 $5,295 - $5,346	106 Added 1.93%	5,609 $281,000
Q3 2023 Oct 31, 2023	BUY	$49.94 - $50.25 $3,445 - $3,467	69 Added 1.27%	5,503 $276,000
Q2 2023 Aug 04, 2023	BUY	$50.04 - $50.36 $850 - $856	17 Added 0.31%	5,434 $272,000
Q1 2023 Apr 25, 2023	BUY	$50.12 - $50.36 $5,212 - $5,237	104 Added 1.96%	5,417 $272,000
Q4 2022 Feb 03, 2023	SELL	$50.0 - $50.25 $2,650 - $2,663	-53 Reduced 0.99%	5,313 $266,000
Q3 2022 Oct 17, 2022	BUY	$50.0 - $50.22 $63,350 - $63,628	1,267 Added 30.91%	5,366 $269,000
Q2 2022 Jul 20, 2022	BUY	$50.06 - $50.26 $205,195 - $206,015	4,099 New	4,099 $205,000

Others Institutions Holding JPST

# of Institutions

1,042

Shares Held

345M

Call Options Held

0

Put Options Held

4.68K

Jpmorgan Chase & CO New York, NY

58.3M
Shares

$2.94 Billion
0.26% of portfolio
Morgan Stanley New York, NY

56M
Shares

$2.82 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

14.4M
Shares

$726 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$681 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

10.4M
Shares

$523 Million
0.27% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

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