Lifelong Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Lifelong Wealth Advisors, Inc.
- $213 Billion
- Q1 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 20,811 shares of JMST stock, worth $1.06 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
20,811
Previous 23,465
11.31%
Holding current value
$1.06 Million
Previous $1.19 Billion
11.06%
% of portfolio
0.5%
Previous 0.53%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
502Shares Held
54.1MCall 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, LLC1.28MShares$65 Million4.61% of portfolio