Marion Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History
Marion Wealth Management
- $412 Million
- Q3 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 14,146 shares of JMST stock, worth $720,314. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,146
Previous 12,845
10.13%
Holding current value
$720,314
Previous $654,000
10.4%
% of portfolio
0.18%
Previous 0.17%
Shares
6 transactions
Others Institutions Holding JMST
# of Institutions
551Shares Held
60.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.79MShares$193 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO3.78MShares$193 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.97MShares$151 Million0.05% of portfolio
-
Hb Wealth Management, LLC1.73MShares$88.3 Million0.61% of portfolio
-
Resonant Capital Advisors, LLC1.42MShares$72.3 Million4.3% of portfolio