Mbm Wealth Consultants, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Mbm Wealth Consultants, LLC
- $284 Million
- Q1 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 236,043 shares of JPST stock, worth $11.9 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
236,043
Previous 227,306
3.84%
Holding current value
$11.9 Million
Previous $11.4 Million
4.3%
% of portfolio
4.2%
Previous 4.35%
Shares
10 transactions
Others Institutions Holding JPST
# of Institutions
1,012Shares 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$728 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$685 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$460 Million0.25% of portfolio