Apex Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Apex Wealth Management, LLC
- $125 Billion
- Q2 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 130,647 shares of JMST stock, worth $6.65 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
130,647
Previous 130,144
0.39%
Holding current value
$6.65 Million
Previous $6.62 Billion
0.52%
% of portfolio
5.34%
Previous 5.95%
Shares
3 transactions
Others Institutions Holding JMST
# of Institutions
543Shares Held
58.8MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO3.61MShares$184 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.33MShares$169 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.13MShares$159 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$75.2 Million0.02% of portfolio
-
Resonant Capital Advisors, LLC1.29MShares$65.8 Million4.28% of portfolio