Legacy Wealth Managment, Llc/Id Jp Morgan Ultra Short Mun Inco Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 504 shares of JMST stock, worth $25,668. This represents 0.02% of its overall portfolio holdings.
Number of Shares
504
Previous 523
3.63%
Holding current value
$25,668
Previous $26,000
3.85%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
540Shares Held
55.7MCall 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$67.4 Million0.02% of portfolio
-
Resonant Capital Advisors, LLC1.29MShares$65.8 Million4.28% of portfolio