Wallace Advisory Group, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Wallace Advisory Group, LLC

$124 Billion
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	SELL	$50.36 - $50.68 $7,856 - $7,906	-156 Reduced 0.53%	29,358 $1.49 Billion
Q1 2025 Apr 08, 2025	SELL	$50.39 - $50.66 $30,334 - $30,497	-602 Reduced 2.0%	29,514 $1.49 Billion
Q4 2024 Jan 13, 2025	SELL	$50.37 - $50.6 $105,474 - $105,956	-2,094 Reduced 6.5%	30,116 $1.53 Billion
Q3 2024 Oct 04, 2024	SELL	$50.25 - $50.74 $107,535 - $108,583	-2,140 Reduced 6.23%	32,210 $1.63 Billion
Q2 2024 Aug 14, 2024	SELL	$50.22 - $50.48 $186,567 - $187,533	-3,715 Reduced 9.76%	34,350 $1.73 Billion

Q1 2024 Apr 12, 2024	SELL	$50.23 - $50.49 $263,556 - $264,921	-5,247 Reduced 12.11%	38,065 $1.91 Billion
Q4 2023 Jan 08, 2024	SELL	$49.96 - $50.44 $70,693 - $71,372	-1,415 Reduced 3.16%	43,312 $2.17 Billion
Q3 2023 Oct 05, 2023	BUY	$49.94 - $50.25 $779,513 - $784,352	15,609 Added 53.61%	44,727 $2.24 Billion
Q1 2023 May 10, 2023	BUY	$50.12 - $50.36 $449,325 - $451,477	8,965 Added 44.48%	29,118 $1.47 Billion
Q4 2022 Feb 21, 2023	BUY	$50.0 - $50.25 $1.01 Million - $1.01 Million	20,153 New	20,153 $1.01 Billion

Others Institutions Holding JPST

# of Institutions

1,258

Shares Held

468M

Call Options Held

0

Put Options Held

0

About JP MORGAN ETF TR ULTRA-SHORT I

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