Tobias Financial Advisors, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History
Tobias Financial Advisors, Inc.
- $486 Million
- Q3 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 11,903 shares of JPST stock, worth $599,673. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,903
Previous 12,530
5.0%
Holding current value
$599,673
Previous $632,000
4.59%
% of portfolio
0.12%
Previous 0.14%
Shares
18 transactions
Others Institutions Holding JPST
# of Institutions
1,040Shares Held
345MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY58.3MShares$2.94 Billion0.26% of portfolio
-
Morgan Stanley New York, NY56MShares$2.82 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC14.4MShares$726 Million0.07% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.5MShares$681 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.4MShares$523 Million0.27% of portfolio