Charter Oak Capital Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Charter Oak Capital Management, LLC

$1.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$50.47 - $50.71 $757 - $760	-15 Closed	0 $0
Q2 2021 Jul 29, 2021	BUY	$50.71 - $50.77 $760 - $761	15 New	15 $1,000

Others Institutions Holding JPST

# of Institutions

1,044

Shares Held

344M

Call Options Held

0

Put Options Held

4.68K

Jpmorgan Chase & CO New York, NY

58.3M
Shares

$2.94 Billion
0.26% of portfolio
Morgan Stanley New York, NY

56M
Shares

$2.82 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

14.4M
Shares

$726 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$681 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

10.4M
Shares

$523 Million
0.27% of portfolio

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 Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.