Marion Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History
Marion Wealth Management
- $373 Million
- Q3 2024
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 5,837 shares of JMST stock, worth $296,286. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,837
Previous 4,409
32.39%
Holding current value
$296,286
Previous $223,000
33.18%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
447Shares Held
40.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.01MShares$153 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.7 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.74MShares$88.5 Million0.09% of portfolio
-
Fiduciary Trust CO Boston, MA1.23MShares$62.5 Million0.96% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.4 Million4.37% of portfolio