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 $500,170. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,842
Previous 7,686
28.05%
Holding current value
$500,170
Previous $389,000
28.53%
% of portfolio
0.13%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
493Shares Held
52.4MCall 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
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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