Root Financial Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Root Financial Partners, LLC
- $807 Billion
- Q4 2024
A detailed history of Root Financial Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Root Financial Partners, LLC holds 4,765 shares of JMST stock, worth $240,966. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,765
Previous 4,765
-0.0%
Holding current value
$240,966
Previous $243 Million
0.45%
% of portfolio
0.03%
Previous 0.04%
Shares
1 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
-
Northwestern Mutual Wealth Management CO2.4MShares$121 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.17MShares$59.2 Million4.4% of portfolio