Waddell & Associates, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Waddell & Associates, LLC

$755 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$50.22 - $50.49 $376,901 - $378,927	-7,505 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$50.47 - $50.71 $378,777 - $380,578	7,505 New	7,505 $379,000

Others Institutions Holding JPST

# of Institutions

1,044

Shares Held

360M

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

56M
Shares

$2.83 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

14.4M
Shares

$727 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$682 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
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