Walkner Condon Financial Advisors LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Walkner Condon Financial Advisors LLC
- $466 Million
- Q1 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 114,491 shares of JPST stock, worth $5.76 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
114,491
Previous 89,887
27.37%
Holding current value
$5.76 Million
Previous $4.52 Million
27.93%
% of portfolio
1.24%
Previous 1.04%
Shares
15 transactions
Others Institutions Holding JPST
# of Institutions
1,018Shares Held
320MCall Options Held
0Put Options Held
8.61K-
Morgan Stanley New York, NY54.3MShares$2.73 Billion0.22% of portfolio
-
Jpmorgan Chase & CO New York, NY45.7MShares$2.3 Billion0.21% of portfolio
-
Bank Of America Corp Charlotte, NC14.5MShares$729 Million0.07% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA13.6MShares$686 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$461 Million0.25% of portfolio