Summit Wealth Partners, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 360,529 shares of JPST stock, worth $18.2 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
360,529
Previous 352,826
2.18%
Holding current value
$18.2 Million
Previous $17.8 Billion
2.73%
% of portfolio
3.52%
Previous 3.7%
Shares
20 transactions
Others Institutions Holding JPST
# of Institutions
1,044Shares Held
360MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY73.5MShares$3.71 Billion0.31% of portfolio
-
Morgan Stanley New York, NY56MShares$2.83 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$727 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.5MShares$682 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$564 Million0.26% of portfolio