Baker Tilly Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Baker Tilly Wealth Management, LLC
- $220 Million
- Q3 2024
A detailed history of Baker Tilly Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 22,796 shares of JPST stock, worth $1.15 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
22,796
Previous 50,001
54.41%
Holding current value
$1.15 Million
Previous $2.52 Million
54.18%
% of portfolio
0.53%
Previous 1.06%
Shares
12 transactions
Others Institutions Holding JPST
# of Institutions
1,042Shares Held
345MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY58.3MShares$2.94 Billion0.26% of portfolio
-
Morgan Stanley New York, NY56MShares$2.82 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$726 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.5MShares$681 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.4MShares$523 Million0.27% of portfolio