Evernest Financial Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Evernest Financial Advisors, LLC
- $363 Million
- Q4 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 78,923 shares of JMST stock, worth $4 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
78,923
Previous 67,774
16.45%
Holding current value
$4 Million
Previous $3.45 Million
15.93%
% of portfolio
1.1%
Previous 0.95%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
500Shares Held
52.6MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$280 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$121 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.3 Million4.4% of portfolio