Philip James Wealth Mangement, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 240,475 shares of JPST stock, worth $12.1 Million. This represents 8.08% of its overall portfolio holdings.
Number of Shares
240,475
Previous 314,743
23.6%
Holding current value
$12.1 Million
Previous $15.9 Billion
23.57%
% of portfolio
8.08%
Previous 11.25%
Shares
3 transactions
Others Institutions Holding JPST
# of Institutions
1,051Shares 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