Dakota Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History
Dakota Wealth Management
- $4.24 Billion
- Q4 2024
A detailed history of Dakota Wealth Management transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Dakota Wealth Management holds 13,615 shares of JMST stock, worth $688,510. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,615
Previous 12,100
12.52%
Holding current value
$688,510
Previous $616,000
12.01%
% of portfolio
0.02%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding JMST
# of Institutions
499Shares 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$148 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO2.4MShares$121 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$59.2 Million4.4% of portfolio