Valley Financial Management, Inc. Jp Morgan ETF Tr Ultra Short I Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Valley Financial Management, Inc. holds 132,950 shares of JPST stock, worth $6.72 Million. This represents 3.45% of its overall portfolio holdings.
Number of Shares
132,950
Previous 112,354
18.33%
Holding current value
$6.72 Million
Previous $5.65 Billion
17.91%
% of portfolio
3.45%
Previous 3.5%
Shares
2 transactions
Others Institutions Holding JPST
# of Institutions
1,054Shares Held
365MCall Options Held
0Put Options Held
4.68K-
Jpmorgan Chase & CO New York, NY73.5MShares$3.72 Billion0.31% of portfolio
-
Morgan Stanley New York, NY56.5MShares$2.85 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$691 Million0.06% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$687 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$564 Million0.26% of portfolio