Apex Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Apex Wealth Management, LLC
- $111 Billion
- Q1 2025
A detailed history of Apex Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Apex Wealth Management, LLC holds 130,144 shares of JMST stock, worth $6.62 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
130,144
Previous 55,922
132.72%
Holding current value
$6.62 Million
Previous $2.84 Billion
133.37%
% of portfolio
5.95%
Previous 2.45%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
530Shares Held
53.2MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO3.15MShares$160 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$156 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$138 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA1.32MShares$67.4 Million0.02% of portfolio
-
Resonant Capital Advisors, LLC1.28MShares$65.1 Million4.61% of portfolio