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

True Link Financial Advisors, LLC

$1.08 Billion
Q2 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

1,055

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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