Confluence Wealth Services, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 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 22,824 shares of JPST stock, worth $1.15 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
22,824
Previous 14,484
57.58%
Holding current value
$1.15 Million
Previous $731,000
58.41%
% of portfolio
0.09%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding JPST
# of Institutions
1,040Shares 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