Summit Wealth Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 12,479 shares of JMST stock, worth $633,683. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,479
Previous 12,479 -0.0%
Holding current value
$633,683
Previous $633 Million 0.38%
% of portfolio
0.12%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
BUY
$50.57 - $50.75 $19,570 - $19,640
387 Added 3.2%
12,479 $633 Million
Q4 2023

Sep 11, 2024
BUY
$50.29 - $50.88 $40,936 - $41,416
814 Added 7.22%
12,092 $614 Million
Q3 2023

Sep 11, 2024
SELL
$50.45 - $50.66 $191,659 - $192,457
-3,799 Reduced 25.2%
11,278 $569 Million
Q2 2023

Sep 11, 2024
SELL
$50.49 - $50.76 $46,854 - $47,105
-928 Reduced 5.8%
15,077 $764 Million
Q1 2023

Sep 11, 2024
BUY
$50.47 - $50.79 $87,212 - $87,765
1,728 Added 12.1%
16,005 $813 Million
Q4 2022

Sep 11, 2024
SELL
$50.24 - $50.61 $29,541 - $29,758
-588 Reduced 3.96%
14,277 $721 Million
Q3 2022

Sep 11, 2024
SELL
$50.25 - $50.72 $60,450 - $61,016
-1,203 Reduced 7.49%
14,865 $748 Million
Q2 2022

Sep 11, 2024
BUY
$50.42 - $50.72 $335,898 - $337,896
6,662 Added 70.83%
16,068 $814 Million
Q1 2022

Sep 11, 2024
BUY
$50.56 - $51.05 $24,824 - $25,065
491 Added 5.51%
9,406 $476 Million
Q4 2021

Sep 10, 2024
SELL
$50.99 - $51.08 $237,919 - $238,339
-4,666 Reduced 34.36%
8,915 $455 Million
Q3 2021

Sep 10, 2024
SELL
$51.03 - $51.1 $65,369 - $65,459
-1,281 Reduced 8.62%
13,581 $694 Million
Q2 2021

Sep 10, 2024
BUY
$51.02 - $51.09 $11,734 - $11,750
230 Added 1.57%
14,862 $759 Million
Q4 2020

Sep 10, 2024
SELL
$50.98 - $51.08 $579,999 - $581,137
-11,377 Reduced 43.74%
14,632 $747 Million
Q2 2020

Sep 10, 2024
BUY
$50.01 - $50.99 $98,719 - $100,654
1,974 Added 8.21%
26,009 $1.33 Billion
Q1 2020

Sep 10, 2024
BUY
$49.43 - $50.65 $236,967 - $242,816
4,794 Added 24.92%
24,035 $1.21 Billion
Q4 2019

Sep 09, 2024
BUY
$50.42 - $50.53 $970,131 - $972,247
19,241 New
19,241 $971 Million

Others Institutions Holding JMST

# of Institutions
463
Shares Held
41.5M
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email