Elwood & Goetz Wealth Advisory Group, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $458 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding JPST
# of Institutions
1,230Shares Held
454MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY100MShares$5.08 Billion0.4% of portfolio
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Morgan Stanley New York, NY60.5MShares$3.07 Billion0.21% of portfolio
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Lpl Financial LLC Fort Mill, SC16.9MShares$858 Million0.3% of portfolio
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Bank Of America Corp Charlotte, NC16.3MShares$827 Million0.06% of portfolio
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Betterment LLC New York, NY11.3MShares$573 Million1.22% of portfolio