Mascoma Wealth Management LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Mascoma Wealth Management LLC
- $400 Million
- Q3 2024
A detailed history of Mascoma Wealth Management LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 406,096 shares of JPST stock, worth $20.5 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
406,096
Previous 396,397
2.45%
Holding current value
$20.5 Million
Previous $20 Million
2.99%
% of portfolio
5.15%
Previous 5.32%
Shares
23 transactions
Others Institutions Holding JPST
# of Institutions
1,054Shares Held
365MCall 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$2.85 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$691 Million0.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$687 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$564 Million0.26% of portfolio