Trademark Financial Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Trademark Financial Management, LLC
- $123 Billion
- Q2 2024
A detailed history of Trademark Financial Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Trademark Financial Management, LLC holds 147,629 shares of JPST stock, worth $7.45 Million. This represents 6.07% of its overall portfolio holdings.
Number of Shares
147,629
Previous 150,645
2.0%
Holding current value
$7.45 Million
Previous $7.6 Billion
1.96%
% of portfolio
6.07%
Previous 6.3%
Shares
3 transactions
Others Institutions Holding JPST
# of Institutions
1,052Shares Held
343MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY58.3MShares$2.94 Billion0.26% 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, SC10.4MShares$524 Million0.27% of portfolio