Fsm Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Fsm Wealth Advisors, LLC
- $405 Million
- Q4 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 180,781 shares of JPST stock, worth $9.15 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
180,781
Previous 168,822
7.08%
Holding current value
$9.15 Million
Previous $8.57 Million
6.29%
% of portfolio
2.25%
Previous 2.27%
Shares
11 transactions
Others Institutions Holding JPST
# of Institutions
1,158Shares Held
415MCall 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$730 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