Atlas Private Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History
Atlas Private Wealth Management
- $227 Million
- Q1 2024
A detailed history of Atlas Private Wealth Management transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Atlas Private Wealth Management holds 168,211 shares of JMST stock, worth $8.56 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
168,211
Previous 162,061
3.79%
Holding current value
$8.56 Million
Previous $8.22 Million
3.81%
% of portfolio
3.76%
Previous 4.06%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
488Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$282 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
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Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio