Modern Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History

Modern Wealth Management, LLC

$1.65 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$50.22 - $50.48 $199,875 - $200,910	3,980 New	3,980 $201 Million

Others Institutions Holding JPST

# of Institutions

1,056

Shares Held

365M

Call Options Held

0

Put Options Held

4.68K

Jpmorgan Chase & CO New York, NY

73.5M
Shares

$3.71 Billion
0.31% of portfolio
Morgan Stanley New York, NY

56.5M
Shares

$2.85 Billion
0.21% of portfolio
Bank Of America Corp Charlotte, NC

13.7M
Shares

$691 Million
0.06% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.6M
Shares

$687 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

11.2M
Shares

$564 Million
0.26% of portfolio

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
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