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Bernard Wealth Management’s Jet.AI JTAI Stock Holding History

Bernard Wealth Management’s Portfolio JTAI Stock Details JTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– -$17 – 355
2025
Q1 		– Hold
0
– – – 390
2024
Q4 		– Hold
0
– – – 318

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CF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
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CS
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SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return