Sky Oak Wealth, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 2024
A detailed history of Sky Oak Wealth, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 490,133 shares of JPST stock, worth $24.8 Million. This represents 5.31% of its overall portfolio holdings.
Number of Shares
490,133
Previous 489,771
0.07%
Holding current value
$24.8 Million
Previous $24.9 Million
0.66%
% of portfolio
5.31%
Previous 5.59%
Shares
21 transactions
Others Institutions Holding JPST
# of Institutions
1,152Shares Held
414MCall 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$641 Million0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$555 Million0.1% of portfolio