Peterson Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Peterson Wealth Advisors, LLC
- $485 Million
- Q1 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 11,519 shares of JMST stock, worth $585,395. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,519
Previous 10,922
5.47%
Holding current value
$585,395
Previous $553,000
5.79%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding JMST
# of Institutions
511Shares Held
49MCall Options Held
6.5KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.71MShares$138 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Resonant Capital Advisors, LLC1.28MShares$65 Million4.61% of portfolio
-
Bailard, Inc.1.04MShares$52.7 Million1.39% of portfolio