Fsm Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Fsm Wealth Advisors, LLC
- $377 Million
- Q3 2024
A detailed history of Fsm Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 168,822 shares of JPST stock, worth $8.53 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
168,822
Previous 146,596
15.16%
Holding current value
$8.53 Million
Previous $7.4 Million
15.79%
% of portfolio
2.27%
Previous 2.48%
Shares
10 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