Great Point Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Great Point Wealth Advisors, LLC
- $455 Million
- Q1 2025
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 156,687 shares of JMST stock, worth $7.98 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
156,687
Previous 156,595
0.06%
Holding current value
$7.98 Million
Previous $7.94 Million
0.34%
% of portfolio
1.75%
Previous 1.76%
Shares
5 transactions
Others Institutions Holding JMST
# of Institutions
537Shares Held
54.8MCall 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$67.5 Million0.02% of portfolio
-
Resonant Capital Advisors, LLC1.28MShares$65.2 Million4.61% of portfolio