Sax Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Sax Wealth Advisors, LLC
- $2.07 Billion
- Q4 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 7,658 shares of JPST stock, worth $387,724. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,658
Previous 8,306
7.8%
Holding current value
$387,724
Previous $421,000
8.08%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding JPST
# of Institutions
1,254Shares Held
467MCall 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