Taylor, Cottrill, Erickson & Associates, Inc. Jp Morgan Ultra Short Mun Inco Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $278 Million
- Q1 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 86,215 shares of JMST stock, worth $4.38 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
86,215
Previous 83,265
3.54%
Holding current value
$4.38 Million
Previous $4.22 Million
3.84%
% of portfolio
1.58%
Previous 1.5%
Shares
7 transactions
Others Institutions Holding JMST
# of Institutions
500Shares Held
53.8MCall Options Held
6.5KPut Options Held
0-
Castlekeep Investment Advisors LLC Westport, CT5.54MShares$281 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$149 Million0.01% of portfolio
-
Northwestern Mutual Wealth Management CO2.4MShares$122 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.33MShares$118 Million0.05% of portfolio
-
Resonant Capital Advisors, LLC1.28MShares$64.9 Million4.61% of portfolio