Investment Planning Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History
Investment Planning Advisors, Inc.
- $203 Million
- Q2 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 12,924 shares of JPST stock, worth $654,342. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,924
Previous 8,356
54.67%
Holding current value
$654,342
Previous $423,000
54.61%
% of portfolio
0.32%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding JPST
# of Institutions
1,232Shares Held
453MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY100MShares$5.07 Billion0.4% of portfolio
-
Morgan Stanley New York, NY60.5MShares$3.06 Billion0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$856 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$826 Million0.06% of portfolio
-
Betterment LLC New York, NY11.3MShares$572 Million1.22% of portfolio