Mills Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History

Mills Wealth Advisors LLC

$145 Billion
Q3 2024

A detailed history of Mills Wealth Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 296,905 shares of JMST stock, worth $15.1 Million. This represents 10.41% of its overall portfolio holdings.

Number of Shares

296,905

Previous 300,552 1.21%

Holding current value

$15.1 Million

Previous $15.3 Billion 0.83%

% of portfolio

10.41%

Previous 10.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$50.61 - $50.96 $184,574 - $185,851	-3,647 Reduced 1.21%	296,905 $15.1 Billion
Q2 2024 Aug 08, 2024	SELL	$50.57 - $50.75 $6.79 Million - $6.81 Million	-134,183 Reduced 30.87%	300,552 $15.3 Billion
Q1 2024 Jul 03, 2024	SELL	$50.62 - $50.84 $1.46 Million - $1.47 Million	-28,867 Reduced 6.23%	434,735 $22.1 Billion
Q4 2023 Jul 03, 2024	BUY	$50.29 - $50.88 $1.55 Million - $1.57 Million	30,812 Added 7.12%	463,602 $23.5 Billion
Q3 2023 Jul 03, 2024	SELL	$50.45 - $50.66 $10.6 Million - $10.6 Million	-209,395 Reduced 32.61%	432,790 $21.8 Billion
Q2 2023 Jul 03, 2024	SELL	$50.49 - $50.76 $1.44 Million - $1.45 Million	-28,491 Reduced 4.25%	642,185 $32.5 Billion
Q1 2023 Jul 03, 2024	BUY	$50.47 - $50.79 $4.02 Million - $4.05 Million	79,741 Added 13.49%	670,676 $34.1 Billion
Q4 2022 Jul 03, 2024	BUY	$50.24 - $50.61 $29.7 Million - $29.9 Million	590,935 New	590,935 $29.9 Billion

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mills Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mills Wealth Advisors LLC with notifications on news.

Account

Mills Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History