Olio Financial Planning Jp Morgan Ultra Short Mun Inco Transaction History
Olio Financial Planning
- $284 Million
- Q4 2024
A detailed history of Olio Financial Planning transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Olio Financial Planning holds 5,743 shares of JMST stock, worth $291,859. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,743
Previous 6,069
5.37%
Holding current value
$291,859
Previous $309,000
5.83%
% of portfolio
0.1%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding JMST
# of Institutions
466Shares Held
42MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$151 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.93MShares$97.9 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO1.92MShares$97.4 Million0.09% of portfolio
-
Resonant Capital Advisors, LLC1.15MShares$58.5 Million4.37% of portfolio
-
Salomon & Ludwin, LLC1.02MShares$51.8 Million5.3% of portfolio