Van Hulzen Asset Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Van Hulzen Asset Management, LLC

$1.38 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	BUY	$50.06 - $50.26 $37,945 - $38,097	758 Added 4.72%	16,832 $843,000
Q1 2022 May 20, 2022	BUY	$50.22 - $50.49 $15,066 - $15,147	300 Added 1.9%	16,074 $808,000
Q4 2021 Feb 04, 2022	BUY	$50.47 - $50.71 $101,192 - $101,673	2,005 Added 14.56%	15,774 $796,000
Q3 2021 Nov 12, 2021	BUY	$50.69 - $50.74 $55,860 - $55,915	1,102 Added 8.7%	13,769 $698,000
Q2 2021 Aug 06, 2021	BUY	$50.71 - $50.77 $216,075 - $216,330	4,261 Added 50.69%	12,667 $643,000
Q1 2021 May 12, 2021	BUY	$50.72 - $50.82 $426,352 - $427,192	8,406 New	8,406 $427,000
Q3 2020 Nov 03, 2020	SELL	$50.71 - $50.88 $408,215 - $409,584	-8,050 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$49.62 - $50.75 $399,441 - $408,537	8,050 New	8,050 $408,000

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

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