Lodestone Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Lodestone Wealth Management LLC
- $190 Billion
- Q2 2024
A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 107,652 shares of JPST stock, worth $5.43 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
107,652
Previous 104,298
3.22%
Holding current value
$5.43 Million
Previous $5.26 Billion
3.26%
% of portfolio
2.86%
Previous 2.76%
Shares
7 transactions
Others Institutions Holding JPST
# of Institutions
1,052Shares Held
343MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY58.3MShares$2.94 Billion0.26% of portfolio
-
Morgan Stanley New York, NY56MShares$2.83 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$727 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.5MShares$682 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.4MShares$524 Million0.27% of portfolio