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

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Modern Wealth Management, LLC holds 69,704 shares of JMST stock, worth $3.54 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
69,704
Previous 70,200 0.71%
Holding current value
$3.54 Million
Previous $3.58 Billion 0.95%
% of portfolio
0.12%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$50.67 - $50.9 $25,132 - $25,246
-496 Reduced 0.71%
69,704 $3.54 Billion
Q3 2024

Nov 05, 2024
SELL
$50.61 - $50.96 $146,262 - $147,274
-2,890 Reduced 3.95%
70,200 $3.58 Billion
Q2 2024

Aug 07, 2024
SELL
$50.57 - $50.75 $98,004 - $98,353
-1,938 Reduced 2.58%
73,090 $3.71 Billion
Q1 2024

May 13, 2024
SELL
$50.62 - $50.84 $290,761 - $292,024
-5,744 Reduced 7.11%
75,028 $3.8 Billion
Q4 2023

Feb 14, 2024
BUY
$50.29 - $50.88 $4.06 Million - $4.11 Million
80,772 New
80,772 $4.1 Billion

Others Institutions Holding JMST

# of Institutions
478
Shares Held
45.4M
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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