Thomas J. Herzfeld Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Thomas J. Herzfeld Advisors, Inc.
- $292 Billion
- Q3 2025
Shares
3 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
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Northwestern Mutual Wealth Management CO3.78MShares$193 Million0.13% of portfolio
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Lpl Financial LLC Fort Mill, SC2.97MShares$151 Million0.05% of portfolio
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Hb Wealth Management, LLC2.18MShares$111 Million0.74% of portfolio
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Resonant Capital Advisors, LLC1.43MShares$72.9 Million4.08% of portfolio