Wj Wealth Management, LLC Jp Morgan ETF Tr Ultra Short I Transaction History
Wj Wealth Management, LLC
- $152 Million
- Q3 2025
A detailed history of Wj Wealth Management, LLC transactions in Jp Morgan ETF Tr Ultra Short I stock. As of the latest transaction made, Wj Wealth Management, LLC holds 369,265 shares of JPST stock, worth $18.7 Million. This represents 12.28% of its overall portfolio holdings.
Number of Shares
369,265
Previous 530,110
30.34%
Holding current value
$18.7 Million
Previous $26.9 Million
30.34%
% of portfolio
12.28%
Previous 11.17%
Shares
5 transactions
Others Institutions Holding JPST
# of Institutions
1,256Shares Held
469MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY96.7MShares$4.9 Billion0.32% of portfolio
-
Morgan Stanley New York, NY60MShares$3.04 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$920 Million0.29% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$811 Million0.06% of portfolio
-
Betterment LLC New York, NY12.2MShares$617 Million1.22% of portfolio