Ridgeline Wealth Planning, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Ridgeline Wealth Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Ridgeline Wealth Planning, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Ridgeline Wealth Planning, LLC holds 304,576 shares of JPST stock, worth $15.4 Million. This represents 14.68% of its overall portfolio holdings.
Number of Shares
304,576Holding current value
$15.4 Million% of portfolio
14.68%Shares
1 transactions
Others Institutions Holding JPST
# of Institutions
1,147Shares Held
416MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY97.5MShares$4.92 Billion0.4% of portfolio
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Morgan Stanley New York, NY54.8MShares$2.77 Billion0.2% of portfolio
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Bank Of America Corp Charlotte, NC14.4MShares$728 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.7MShares$641 Million0.27% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA11MShares$554 Million0.1% of portfolio