Philip James Wealth Mangement, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 241,607 shares of JPST stock, worth $12.2 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
241,607
Previous 240,475
0.47%
Holding current value
$12.2 Million
Previous $12.1 Billion
1.01%
% of portfolio
1.51%
Previous 8.08%
Shares
4 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