Marion Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History
Marion Wealth Management
- $375 Million
- Q4 2024
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 7,686 shares of JMST stock, worth $390,295. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,686
Previous 5,837
31.68%
Holding current value
$390,295
Previous $297,000
30.98%
% of portfolio
0.1%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding JMST
# of Institutions
491Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.5 Million4.4% of portfolio