Phoenix Wealth Advisors Jp Morgan ETF Tr Ultra Short I Transaction History
Phoenix Wealth Advisors
- $254 Million
- Q3 2025
A detailed history of Phoenix Wealth Advisors transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Phoenix Wealth Advisors holds 623,861 shares of JPST stock, worth $31.6 Million. This represents 12.45% of its overall portfolio holdings.
Number of Shares
623,861
Previous 462,090
35.01%
Holding current value
$31.6 Million
Previous $23.4 Million
35.14%
% of portfolio
12.45%
Previous 9.96%
Shares
14 transactions
Others Institutions Holding JPST
# of Institutions
1,257Shares 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