Root Financial Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Root Financial Partners, LLC holds 29,107 shares of JMST stock, worth $1.48 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
29,107
Previous 9,245
214.84%
Holding current value
$1.48 Million
Previous $471 Million
215.58%
% of portfolio
0.09%
Previous 0.05%
Shares
4 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