Great Point Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 588,271 shares of JPST stock, worth $29.7 Million. This represents 6.59% of its overall portfolio holdings.
Number of Shares
588,271
Previous 584,862
0.58%
Holding current value
$29.7 Million
Previous $29.7 Million
0.15%
% of portfolio
6.59%
Previous 6.46%
Shares
18 transactions
Others Institutions Holding JPST
# of Institutions
1,066Shares Held
370MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY73.5MShares$3.72 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$565 Million0.26% of portfolio