Congress Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Congress Wealth Management LLC
- $7.2 Billion
- Q3 2024
A detailed history of Congress Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Congress Wealth Management LLC holds 21,181 shares of JPST stock, worth $1.07 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,181
Previous 4,999
323.7%
Holding current value
$1.07 Million
Previous $252,000
326.19%
% of portfolio
0.01%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding JPST
# of Institutions
1,056Shares Held
365MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY73.5MShares$3.71 Billion0.31% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.85 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$691 Million0.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$687 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$564 Million0.26% of portfolio