Philip James Wealth Mangement, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 27,160 shares of JMST stock, worth $1.38 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
27,160
Previous 7,104
282.32%
Holding current value
$1.38 Million
Previous $360 Million
283.79%
% of portfolio
0.17%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
447Shares Held
40.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.7 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.5 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.5 Million0.96% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.4 Million4.37% of portfolio