Dogwood Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Dogwood Wealth Management LLC

  • $174 Billion
  • Q3 2024

A detailed history of Dogwood Wealth Management LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 6,971 shares of JMST stock, worth $354,963. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,971
Previous 7,041 0.99%
Holding current value
$354,963
Previous $357 Million 0.6%
% of portfolio
0.2%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Feb 28, 2025
SELL
$50.61 - $50.96 $3,542 - $3,567
-70 Reduced 0.99%
6,971 $355 Million
Q1 2024

Feb 28, 2025
BUY
$50.62 - $50.84 $309,288 - $310,632
6,110 Added 656.28%
7,041 $357 Million
Q4 2023

Feb 28, 2025
BUY
$50.29 - $50.88 $46,819 - $47,369
931 New
931 $47.2 Million

Others Institutions Holding JMST

# of Institutions
491
Shares Held
51M
Call Options Held
6.5K
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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