Paces Ferry Wealth Advisors, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Paces Ferry Wealth Advisors, LLC
- $196 Million
- Q4 2024
A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 209,199 shares of JPST stock, worth $10.6 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
209,199
Previous 191,964
8.98%
Holding current value
$10.6 Million
Previous $9.74 Million
8.18%
% of portfolio
5.38%
Previous 5.62%
Shares
8 transactions
Others Institutions Holding JPST
# of Institutions
1,146Shares Held
416MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY97.5MShares$4.93 Billion0.4% of portfolio
-
Morgan Stanley New York, NY54.8MShares$2.77 Billion0.2% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$729 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$642 Million0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$555 Million0.1% of portfolio