Marion Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History
Marion Wealth Management
- $427 Million
- Q4 2025
A detailed history of Marion Wealth Management transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Marion Wealth Management holds 16,708 shares of JMST stock, worth $850,771. This represents 0.2% of its overall portfolio holdings.
Number of Shares
16,708
Previous 14,146
18.11%
Holding current value
$850,771
Previous $722,000
17.73%
% of portfolio
0.2%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding JMST
# of Institutions
565Shares Held
62.8MCall 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, LLC2.18MShares$111 Million0.74% of portfolio
-
Resonant Capital Advisors, LLC1.43MShares$72.9 Million4.08% of portfolio