True Link Financial Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	SELL	$49.94 - $50.25 $9,988 - $10,050	-200 Reduced 0.49%	40,250 $2.02 Million
Q2 2023 Jul 20, 2023	SELL	$50.04 - $50.36 $73,859 - $74,331	-1,476 Reduced 3.52%	40,450 $2.03 Million
Q4 2022 Feb 09, 2023	SELL	$50.0 - $50.25 $2.79 Million - $2.81 Million	-55,893 Reduced 57.14%	41,926 $2.1 Million
Q2 2022 Aug 04, 2022	SELL	$50.06 - $50.26 $144,723 - $145,301	-2,891 Reduced 2.87%	97,819 $4.9 Million
Q1 2022 May 16, 2022	BUY	$50.22 - $50.49 $2.98 Million - $2.99 Million	59,260 Added 142.97%	100,710 $5.06 Million
Q4 2021 Feb 01, 2022	SELL	$50.47 - $50.71 $7,570 - $7,606	-150 Reduced 0.36%	41,450 $2.09 Million
Q3 2021 Oct 29, 2021	BUY	$50.69 - $50.74 $506,900 - $507,400	10,000 Added 31.65%	41,600 $2.11 Million
Q2 2021 Aug 19, 2021	BUY	$50.71 - $50.77 $253,550 - $253,850	5,000 Added 18.8%	31,600 $1.6 Million
Q1 2021 May 17, 2021	BUY	$50.72 - $50.82 $1.11 Million - $1.12 Million	21,950 Added 472.04%	26,600 $1.35 Million
Q4 2020 Feb 16, 2021	BUY	$50.74 - $50.83 $235,941 - $236,359	4,650 New	4,650 $236,000

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
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.