Geneos Wealth Management Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 10,248 shares of JMST stock, worth $521,213. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,248
Previous 3,163
224.0%
Holding current value
$521,213
Previous $161,000
222.36%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
488Shares Held
51MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$282 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, LLC1.17MShares$59.6 Million4.4% of portfolio