Heritage Financial Services, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 2024
A detailed history of Heritage Financial Services, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Heritage Financial Services, LLC holds 246,506 shares of JPST stock, worth $12.5 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
246,506
Previous 265,894
7.29%
Holding current value
$12.5 Million
Previous $13.5 Million
7.97%
% of portfolio
1.69%
Previous 1.84%
Shares
13 transactions
Others Institutions Holding JPST
# of Institutions
1,081Shares Held
373MCall 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$2.86 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$692 Million0.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$688 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$565 Million0.26% of portfolio