Great Point Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 588,271 shares of JPST stock, worth $29.8 Million. This represents 6.59% of its overall portfolio holdings.
Number of Shares
588,271
Previous 584,862
0.58%
Holding current value
$29.8 Million
Previous $29.7 Million
0.15%
% of portfolio
6.59%
Previous 6.46%
Shares
18 transactions
Others Institutions Holding JPST
# of Institutions
1,150Shares 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