Lifelong Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Lifelong Wealth Advisors, Inc.
- $377 Billion
- Q4 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 13,223 shares of JMST stock, worth $673,315. This represents 0.18% of its overall portfolio holdings.
Number of Shares
13,223
Previous 13,623
2.94%
Holding current value
$673,315
Previous $695 Million
3.13%
% of portfolio
0.18%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding JMST
# of Institutions
557Shares Held
60.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.79MShares$193 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO3.78MShares$193 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.97MShares$151 Million0.05% of portfolio
-
Hb Wealth Management, LLC1.73MShares$88.3 Million0.61% of portfolio
-
Resonant Capital Advisors, LLC1.42MShares$72.3 Million4.3% of portfolio