Williams Jones Wealth Management, Llc. Jp Morgan Ultra Short Mun Inco Transaction History
Williams Jones Wealth Management, Llc.
- $8.37 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding JMST
# of Institutions
469Shares Held
42.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.98MShares$152 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.93MShares$98 Million0.05% of portfolio
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Northwestern Mutual Wealth Management CO1.92MShares$97.5 Million0.09% of portfolio
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Resonant Capital Advisors, LLC1.17MShares$59.6 Million4.4% of portfolio
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Salomon & Ludwin, LLC1.03MShares$52.3 Million5.53% of portfolio