Great Point Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Great Point Wealth Advisors, LLC
- $450 Million
- Q4 2024
A detailed history of Great Point Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 156,595 shares of JMST stock, worth $7.96 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
156,595
Previous 154,347
1.46%
Holding current value
$7.96 Million
Previous $7.86 Million
0.99%
% of portfolio
1.76%
Previous 1.71%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
491Shares Held
51MCall 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, LLC1.17MShares$59.5 Million4.4% of portfolio