Forza Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Forza Wealth Management, LLC

  • $218 Billion
  • Q3 2024

A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Forza Wealth Management, LLC holds 14,900 shares of JMST stock, worth $754,983. This represents 0.35% of its overall portfolio holdings.

Number of Shares
14,900
Previous 14,900 -0.0%
Holding current value
$754,983
Previous $756 Million 0.38%
% of portfolio
0.35%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
BUY
$50.29 - $50.88 $256,479 - $259,488
5,100 Added 52.04%
14,900 $756 Million
Q4 2022

Feb 06, 2023
BUY
$50.24 - $50.61 $492,352 - $495,978
9,800 New
9,800 $495 Million

Others Institutions Holding JMST

# of Institutions
447
Shares Held
40.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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