Shira Ridge Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Shira Ridge Wealth Management holds 17,219 shares of JMST stock, worth $876,274. This represents 0.45% of its overall portfolio holdings.

Number of Shares

17,219

Previous 18,639 7.62%

Holding current value

$876,274

Previous $946 Million 7.26%

% of portfolio

0.45%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$50.61 - $50.96 $71,866 - $72,363	-1,420 Reduced 7.62%	17,219 $877 Million
Q2 2024 Jul 11, 2024	SELL	$50.57 - $50.75 $91,835 - $92,162	-1,816 Reduced 8.88%	18,639 $946 Million
Q1 2024 Apr 18, 2024	SELL	$50.62 - $50.84 $48,240 - $48,450	-953 Reduced 4.45%	20,455 $1.04 Billion
Q4 2023 Jan 10, 2024	SELL	$50.29 - $50.88 $397,944 - $402,613	-7,913 Reduced 26.99%	21,408 $1.09 Billion
Q3 2023 Oct 10, 2023	SELL	$50.45 - $50.66 $508,586 - $510,703	-10,081 Reduced 25.58%	29,321 $1.48 Billion
Q2 2023 Jul 12, 2023	SELL	$50.49 - $50.76 $172,221 - $173,142	-3,411 Reduced 7.97%	39,402 $2 Billion
Q1 2023 May 08, 2023	SELL	$50.47 - $50.79 $314,579 - $316,574	-6,233 Reduced 12.71%	42,813 $2.17 Billion
Q4 2022 Jan 12, 2023	BUY	$50.24 - $50.61 $2.46 Million - $2.48 Million	49,046 New	49,046 $2.48 Billion

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.4M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Shira Ridge Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History