Diversify Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 199,796 shares of JPST stock, worth $10.1 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
199,796
Previous 103,263
93.48%
Holding current value
$10.1 Million
Previous $5.21 Billion
93.94%
% of portfolio
0.97%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding JPST
# of Institutions
1,056Shares Held
365MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY73.5MShares$3.72 Billion0.31% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.86 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$692 Million0.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$688 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$565 Million0.26% of portfolio