Transform Wealth, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Transform Wealth, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Transform Wealth, LLC holds 11,506 shares of JPST stock, worth $582,203. This represents 0.04% of its overall portfolio holdings.
Number of Shares
11,506
Previous 10,917
5.4%
Holding current value
$582,203
Previous $550,000
6.0%
% of portfolio
0.04%
Previous 0.04%
Shares
22 transactions
Others Institutions Holding JPST
# of Institutions
1,042Shares Held
344MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY58.3MShares$2.95 Billion0.26% of portfolio
-
Morgan Stanley New York, NY56MShares$2.84 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$729 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.5MShares$684 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.4MShares$525 Million0.27% of portfolio