Monument Capital Management Jp Morgan ETF Tr Ultra Short I Transaction History

Monument Capital Management

$357 Million
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 12, 2021	SELL	$50.72 - $50.82 $2.53 Million - $2.53 Million	-49,814 Closed	0 $0
Q4 2020 Jan 15, 2021	BUY	$50.74 - $50.83 $228,938 - $229,344	4,512 Added 9.96%	49,814 $2.53 Million
Q3 2020 Oct 23, 2020	BUY	$50.71 - $50.88 $408,063 - $409,431	8,047 Added 21.6%	45,302 $2.3 Million
Q2 2020 Jul 16, 2020	BUY	$49.62 - $50.75 $265,318 - $271,360	5,347 Added 16.76%	37,255 $1.89 Million
Q1 2020 Apr 14, 2020	BUY	$48.93 - $50.6 $180,796 - $186,967	3,695 Added 13.1%	31,908 $1.59 Million
Q4 2019 Jan 14, 2020	BUY	$50.41 - $50.54 $160,051 - $160,464	3,175 Added 12.68%	28,213 $1.42 Million
Q3 2019 Oct 21, 2019	BUY	$50.4 - $50.52 $27,921 - $27,988	554 Added 2.26%	25,038 $1.26 Million
Q2 2019 Jul 23, 2019	BUY	$50.27 - $50.49 $418,950 - $420,783	8,334 Added 51.6%	24,484 $1.23 Million
Q1 2019 Apr 10, 2019	BUY	$50.09 - $50.4 $195,551 - $196,761	3,904 Added 31.88%	16,150 $812,000
Q4 2018 Jan 15, 2019	BUY	$50.12 - $50.25 $276,010 - $276,726	5,507 Added 81.72%	12,246 $614,000
Q3 2018 Nov 13, 2018	BUY	$50.11 - $50.27 $22,198 - $22,269	443 Added 7.04%	6,739 $338,000
Q3 2018 Oct 11, 2018	BUY	$50.11 - $50.27 $315,492 - $316,499	6,296 New	6,296 $316,000

Others Institutions Holding JPST

# of Institutions

1,086

Shares Held

373M

Call Options Held

0

Put Options Held

4.68K

Jpmorgan Chase & CO New York, NY

73.5M
Shares

$3.72 Billion
0.31% of portfolio
Morgan Stanley New York, NY

56.5M
Shares

$2.86 Billion
0.21% of portfolio
Bank Of America Corp Charlotte, NC

13.7M
Shares

$692 Million
0.06% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.6M
Shares

$688 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$565 Million
0.26% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

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