Beverly Hills Private Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Beverly Hills Private Wealth, LLC
- $495 Billion
- Q4 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 4,409 shares of JMST stock, worth $224,065. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,409
Previous 7,202
38.78%
Holding current value
$224,065
Previous $367 Million
39.06%
% of portfolio
0.05%
Previous 0.07%
Shares
5 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