Bwm Planning, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Bwm Planning, LLC

$336 Billion
Q3 2025

A detailed history of Bwm Planning, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Bwm Planning, LLC holds 5,102 shares of JPST stock, worth $258,722. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,102

Holding current value

$258,722

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 31, 2025	BUY	$50.47 - $50.74 $257,497 - $258,875	5,102 New	5,102 $259 Million

Others Institutions Holding JPST

# of Institutions

1,250

Shares Held

457M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

100M
Shares

$5.08 Billion
0.4% of portfolio
Morgan Stanley New York, NY

60.5M
Shares

$3.07 Billion
0.21% of portfolio
Lpl Financial LLC Fort Mill, SC

16.9M
Shares

$858 Million
0.3% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$827 Million
0.06% of portfolio
Betterment LLC New York, NY

11.3M
Shares

$573 Million
1.22% of portfolio

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account