Valley Financial Management, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Valley Financial Management, Inc. holds 132,950 shares of JPST stock, worth $6.74 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
132,950
Previous 112,354
18.33%
Holding current value
$6.74 Million
Previous $5.65 Billion
17.91%
% of portfolio
3.45%
Previous 3.5%
Shares
2 transactions
Others Institutions Holding JPST
# of Institutions
1,151Shares Held
414MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY97.5MShares$4.94 Billion0.4% of portfolio
-
Morgan Stanley New York, NY54.8MShares$2.78 Billion0.2% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$643 Million0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$556 Million0.1% of portfolio