Mark Sheptoff Financial Planning, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 605 shares of JPST stock, worth $30,679. This represents 0.02% of its overall portfolio holdings.
Number of Shares
605
Previous 635
4.72%
Holding current value
$30,679
Previous $32,000
6.25%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding JPST
# of Institutions
1,252Shares Held
457MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY100MShares$5.08 Billion0.4% of portfolio
-
Morgan Stanley New York, NY60.5MShares$3.07 Billion0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC16.9MShares$858 Million0.3% of portfolio
-
Bank Of America Corp Charlotte, NC16.3MShares$827 Million0.06% of portfolio
-
Betterment LLC New York, NY11.3MShares$573 Million1.22% of portfolio