Polaris Wealth Advisory Group, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 13, 2020	SELL	$49.62 - $50.75 $26.7 Million - $27.3 Million	-538,245 Closed	0 $0
Q1 2020 Apr 09, 2020	BUY	$48.93 - $50.6 $25,883 - $26,767	529 Added 0.1%	538,245 $26.7 Million
Q4 2019 Jan 29, 2020	BUY	$50.41 - $50.54 $2.58 Million - $2.59 Million	51,188 Added 10.52%	537,716 $27.1 Million
Q3 2019 Oct 09, 2019	SELL	$50.4 - $50.52 $14.4 Million - $14.4 Million	-285,975 Reduced 37.02%	486,528 $24.5 Million
Q2 2019 Jul 25, 2019	BUY	$50.27 - $50.49 $78,069 - $78,410	1,553 Added 0.2%	772,503 $38.9 Million

Q1 2019 Apr 09, 2019	BUY	$50.09 - $50.4 $696,701 - $701,013	13,909 Added 1.84%	770,950 $38.8 Million
Q4 2018 Jan 17, 2019	BUY	$50.12 - $50.25 $37.9 Million - $38 Million	757,041 New	757,041 $38 Million

Others Institutions Holding JPST

# of Institutions

1,015

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

$729 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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