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

Private Wealth Advisors, LLC

$254 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$50.06 - $50.26 $22.6 Million - $22.7 Million	-451,278 Reduced 59.32%	309,507 $15.5 Million
Q1 2022 May 17, 2022	BUY	$50.22 - $50.49 $42,084 - $42,310	838 Added 0.11%	760,785 $38.2 Million
Q4 2021 Feb 11, 2022	SELL	$50.47 - $50.71 $844,564 - $848,581	-16,734 Reduced 2.15%	759,947 $38.4 Million
Q3 2021 Dec 03, 2021	SELL	$50.69 - $50.74 $1.99 Million - $2 Million	-39,334 Reduced 4.82%	776,681 $39.3 Million
Q2 2021 Jul 29, 2021	BUY	$50.71 - $50.77 $7.11 Million - $7.12 Million	140,237 Added 20.75%	816,015 $41.4 Million
Q1 2021 May 17, 2021	BUY	$50.72 - $50.82 $3.66 Million - $3.66 Million	72,068 Added 11.94%	675,778 $34.3 Million
Q4 2020 Feb 11, 2021	BUY	$50.74 - $50.83 $30.6 Million - $30.7 Million	603,710 New	603,710 $30.7 Million

Others Institutions Holding JPST

# of Institutions

1,055

Shares Held

344M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

58.3M
Shares

$2.95 Billion
0.26% of portfolio
Morgan Stanley New York, NY

56M
Shares

$2.84 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

14.4M
Shares

$730 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$684 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

10.4M
Shares

$526 Million
0.27% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
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