Morningstar Investment Services LLC Jp Morgan Ultra Short Mun Inco Transaction History
Morningstar Investment Services LLC
- $546 Million
- Q1 2025
Shares
9 transactions
Others Institutions Holding JMST
# of Institutions
543Shares Held
57.2MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO3.61MShares$184 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.13MShares$160 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$156 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.32MShares$67.5 Million0.02% of portfolio
-
Resonant Capital Advisors, LLC1.29MShares$65.8 Million4.28% of portfolio