Heritage Financial Services, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 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 265,894 shares of JPST stock, worth $13.4 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
265,894
Previous 246,688
7.79%
Holding current value
$13.4 Million
Previous $12.5 Million
8.36%
% of portfolio
1.84%
Previous 1.84%
Shares
12 transactions
Others Institutions Holding JPST
# of Institutions
1,058Shares Held
366MCall 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$690 Million0.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$686 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$563 Million0.26% of portfolio