Discipline Wealth Solutions, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Discipline Wealth Solutions, LLC
- $207 Million
- Q4 2024
A detailed history of Discipline Wealth Solutions, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 5,810 shares of JPST stock, worth $294,334. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,810
Previous 4,477
29.77%
Holding current value
$294,334
Previous $227,000
28.63%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding JPST
# of Institutions
1,150Shares Held
414MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY97.5MShares$4.94 Billion0.4% of portfolio
-
Morgan Stanley New York, NY54.8MShares$2.78 Billion0.2% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$643 Million0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$556 Million0.1% of portfolio