David Katz Jp Morgan Ultra Short Mun Inco Transaction History
Matrix Asset Advisors Inc
- $835 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding JMST
# of Institutions
413Shares Held
35.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.94MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO1.68MShares$85 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.59MShares$80.4 Million0.04% of portfolio
-
Fiduciary Trust CO Boston, MA1.34MShares$67.7 Million1.07% of portfolio
-
Wells Fargo & Company San Francisco, CA960KShares$48.7 Million0.01% of portfolio