Sargent Investment Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Sargent Investment Group, LLC
- $690 Million
- Q3 2025
A detailed history of Sargent Investment Group, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Sargent Investment Group, LLC holds 50,101 shares of JMST stock, worth $2.55 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
50,101
Previous 45,771
9.46%
Holding current value
$2.55 Million
Previous $2.33 Million
9.74%
% of portfolio
0.37%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
556Shares Held
60.7MCall 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