Great Point Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Great Point Wealth Advisors, LLC
- $459 Million
- Q3 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 154,347 shares of JMST stock, worth $7.83 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
154,347
Previous 159,878
3.46%
Holding current value
$7.83 Million
Previous $8.11 Million
3.08%
% of portfolio
1.71%
Previous 1.89%
Shares
3 transactions
Others Institutions Holding JMST
# of Institutions
463Shares Held
41.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$151 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.7 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.3 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.4 Million4.37% of portfolio
-
Salomon & Ludwin, LLC1.02MShares$51.8 Million5.3% of portfolio