Concord Wealth Partners Jp Morgan Ultra Short Mun Inco Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Concord Wealth Partners holds 19 shares of JMST stock, worth $966. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$966

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 02, 2025	BUY	$50.72 - $50.92 $963 - $967	19 New	19 $0

Others Institutions Holding JMST

# of Institutions

529

Shares Held

53.2M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

3.15M
Shares

$160 Million
0.13% of portfolio
Bank Of America Corp Charlotte, NC

3.07M
Shares

$156 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$138 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

1.32M
Shares

$67.4 Million
0.02% of portfolio
Resonant Capital Advisors, LLC

1.28M
Shares

$65.1 Million
4.61% of portfolio

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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