Strategic Family Wealth Counselors, L.L.C. Jp Morgan ETF Tr Ultra Short I Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $293 Million
- Q4 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 87,458 shares of JPST stock, worth $4.43 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
87,458
Previous 77,075
13.47%
Holding current value
$4.43 Million
Previous $3.91 Million
12.66%
% of portfolio
1.51%
Previous 1.39%
Shares
17 transactions
Others Institutions Holding JPST
# of Institutions
1,150Shares Held
414MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY97.5MShares$4.94 Billion0.4% of portfolio
-
Morgan Stanley New York, NY54.8MShares$2.78 Billion0.2% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$731 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$643 Million0.27% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA11MShares$556 Million0.1% of portfolio