Mark Sheptoff Financial Planning, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 800 shares of JPST stock, worth $40,504. This represents 0.02% of its overall portfolio holdings.
Number of Shares
800
Previous 605
32.23%
Holding current value
$40,504
Previous $30,000
33.33%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding JPST
# of Institutions
1,258Shares Held
469MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY96.7MShares$4.9 Billion0.32% of portfolio
-
Morgan Stanley New York, NY60MShares$3.04 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$920 Million0.29% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$811 Million0.06% of portfolio
-
Betterment LLC New York, NY12.2MShares$617 Million1.22% of portfolio