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 $4.02 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
78,923
Previous 67,774
16.45%
Holding current value
$4.02 Million
Previous $3.45 Million
15.93%
% of portfolio
1.1%
Previous 0.95%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
470Shares Held
42.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$152 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$98 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.5 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio
-
Salomon & Ludwin, LLC1.03MShares$52.3 Million5.53% of portfolio