Security Details
| Security Name: | JP MORGAN ULTRA SHORT INCOME E |
|---|---|
| Ticker: | - |
| Security Type: | STUB_TYPE |
| Exchange: | - |
| CUSIP: | 46641q837 |
Historical Stats
| Period | Total Value | Value Change | Total Holders | Holder Change |
|---|---|---|---|---|
| 2024-06-30 | $0.10B | - | 8 | - |
| 2024-09-30 | $0.10B | -0.4% | 7 | -12.5% |
| 2024-12-31 | $0.09B | -5.3% | 7 | 0.0% |
Current Major Holders for Period: 2024-12-31
| Institution | Value | Shares | % of Portfolio |
|---|---|---|---|
| ANCORA ADVISORS LLC | $81.6M | 1,620K | 1.8% |
| SLATESTONE WEALTH, LLC | $4.6M | 91K | 0.5% |
| COZAD ASSET MANAGEMENT INC | $1.9M | 38K | 0.2% |
| MOLONEY SECURITIES ASSET MANAGEMENT, LLC | $0.7M | 14K | 0.1% |
| SVB WEALTH LLC | $3.8M | 76K | 0.1% |
| CLARKSTON CAPITAL PARTNERS, LLC | $0.9M | 17K | 0.0% |
| FORBES J M & CO LLP | $0.2M | 4K | 0.0% |
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