Summit Wealth Group LLC / CO Jp Morgan ETF Tr Ultra Short I Transaction History
Summit Wealth Group LLC / CO
- $300 Billion
- Q3 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 289,705 shares of JPST stock, worth $14.7 Million. This represents 4.85% of its overall portfolio holdings.
Number of Shares
289,705Holding current value
$14.7 Million% of portfolio
4.85%Shares
1 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
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Morgan Stanley New York, NY60MShares$3.04 Billion0.19% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$920 Million0.29% of portfolio
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Bank Of America Corp Charlotte, NC16MShares$811 Million0.06% of portfolio
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Betterment LLC New York, NY12.2MShares$617 Million1.22% of portfolio