Wealth Plan Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$50.47 - $50.79 $37,347 - $37,584	740 New	740 $37.6 Million

Others Institutions Holding JMST

# of Institutions

447

Shares Held

40.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.01M
Shares

$153 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.93M
Shares

$97.7 Million
0.05% of portfolio
Northwestern Mutual Wealth Management CO

1.74M
Shares

$88.5 Million
0.09% of portfolio
Fiduciary Trust CO Boston, MA

1.23M
Shares

$62.5 Million
0.96% of portfolio
Resonant Capital Advisors, LLC

1.15M
Shares

$58.4 Million
4.37% of portfolio

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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