Taylor, Cottrill, Erickson & Associates, Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $290 Million
- Q2 2025
A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 137,350 shares of JMST stock, worth $7.01 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
137,350
Previous 86,215
59.31%
Holding current value
$7.01 Million
Previous $4.38 Million
59.51%
% of portfolio
2.41%
Previous 1.58%
Shares
8 transactions
Others Institutions Holding JMST
# of Institutions
543Shares Held
58.8MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO3.61MShares$184 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC3.33MShares$170 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.13MShares$160 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA1.48MShares$75.4 Million0.02% of portfolio
-
Resonant Capital Advisors, LLC1.29MShares$65.9 Million4.28% of portfolio