Circle Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Circle Wealth Management, LLC
- $5.12 Billion
- Q3 2025
A detailed history of Circle Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Circle Wealth Management, LLC holds 39,460 shares of JMST stock, worth $2.01 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
39,460Holding current value
$2.01 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding JMST
# of Institutions
556Shares Held
60.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.79MShares$193 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO3.78MShares$193 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.97MShares$151 Million0.05% of portfolio
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Hb Wealth Management, LLC1.73MShares$88.3 Million0.61% of portfolio
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Resonant Capital Advisors, LLC1.42MShares$72.3 Million4.3% of portfolio