Confluence Wealth Services, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History
Confluence Wealth Services, Inc.
- $1.38 Billion
- Q4 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 19,072 shares of JPST stock, worth $962,945. This represents 0.07% of its overall portfolio holdings.
Number of Shares
19,072
Previous 22,824
16.44%
Holding current value
$962,945
Previous $1.16 Million
17.1%
% of portfolio
0.07%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding JPST
# of Institutions
1,163Shares Held
418MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY97.5MShares$4.92 Billion0.4% of portfolio
-
Morgan Stanley New York, NY54.8MShares$2.77 Billion0.2% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$728 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$641 Million0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$554 Million0.1% of portfolio