Marion Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History
Marion Wealth Management
- $371 Million
- Q1 2025
A detailed history of Marion Wealth Management transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Marion Wealth Management holds 9,842 shares of JMST stock, worth $500,564. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,842
Previous 7,686
28.05%
Holding current value
$500,564
Previous $389,000
28.53%
% of portfolio
0.13%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
529Shares Held
53.2MCall 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, LLC1.28MShares$65.1 Million4.61% of portfolio