Lodestone Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Lodestone Wealth Management LLC
- $191 Billion
- Q1 2024
A detailed history of Lodestone Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 104,298 shares of JPST stock, worth $5.25 Million. This represents 2.76% of its overall portfolio holdings.
Number of Shares
104,298
Previous 107,832
3.28%
Holding current value
$5.25 Million
Previous $5.42 Billion
2.85%
% of portfolio
2.76%
Previous 3.13%
Shares
6 transactions
Others Institutions Holding JPST
# of Institutions
1,015Shares Held
320MCall Options Held
0Put Options Held
8.61K-
Morgan Stanley New York, NY54.3MShares$2.73 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY45.7MShares$2.3 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC14.5MShares$729 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$686 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$461 Million0.25% of portfolio