Advisor Net Financial, Inc Jp Morgan Ultra Short Mun Inco Transaction History

Advisor Net Financial, Inc

$1.13 Billion
Q4 2024

A detailed history of Advisor Net Financial, Inc transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Advisor Net Financial, Inc holds 12,375 shares of JMST stock, worth $628,650. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,375

Previous 24,286 49.04%

Holding current value

$628,650

Previous $1.24 Million 49.31%

% of portfolio

0.06%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$50.67 - $50.9 $603,530 - $606,269	-11,911 Reduced 49.04%	12,375 $627,000
Q3 2024 Oct 15, 2024	SELL	$50.61 - $50.96 $804,699 - $810,264	-15,900 Reduced 39.57%	24,286 $1.24 Million
Q2 2024 Jul 16, 2024	BUY	$50.57 - $50.75 $644,868 - $647,164	12,752 Added 46.48%	40,186 $2.04 Million
Q1 2024 Apr 12, 2024	BUY	$50.62 - $50.84 $939,507 - $943,590	18,560 Added 209.15%	27,434 $1.39 Million
Q4 2023 Jan 19, 2024	BUY	$50.29 - $50.88 $346,397 - $350,461	6,888 Added 346.83%	8,874 $450,000
Q3 2023 Oct 12, 2023	BUY	$50.45 - $50.66 $27,646 - $27,761	548 Added 38.11%	1,986 $100,000
Q2 2023 Jul 14, 2023	SELL	$50.49 - $50.76 $50,691 - $50,963	-1,004 Reduced 41.11%	1,438 $72,000
Q1 2023 Apr 28, 2023	BUY	$50.47 - $50.79 $64,500 - $64,909	1,278 Added 109.79%	2,442 $124,000
Q4 2022 Jan 13, 2023	SELL	$50.24 - $50.61 $87,216 - $87,858	-1,736 Reduced 59.86%	1,164 $0
Q3 2022 Oct 04, 2022	SELL	$50.25 - $50.72 $79,395 - $80,137	-1,580 Reduced 35.27%	2,900 $146,000
Q2 2022 Jul 07, 2022	BUY	$50.42 - $50.72 $225,881 - $227,225	4,480 New	4,480 $227,000
Q3 2021 Oct 15, 2021	SELL	$51.03 - $51.1 $191,260 - $191,522	-3,748 Closed	0 $0
Q2 2021 Jul 06, 2021	SELL	$51.02 - $51.09 $24,999 - $25,034	-490 Reduced 11.56%	3,748 $191,000
Q4 2020 Feb 04, 2021	SELL	$50.98 - $51.08 $2,396 - $2,400	-47 Reduced 1.1%	4,238 $216,000
Q3 2020 Nov 06, 2020	SELL	$50.93 - $51.06 $1.6 Million - $1.61 Million	-31,491 Reduced 88.02%	4,285 $218,000
Q2 2020 Aug 26, 2020	BUY	$50.01 - $50.99 $206,491 - $210,537	4,129 Added 13.05%	35,776 $1.82 Million
Q1 2020 May 14, 2020	SELL	$49.43 - $50.65 $808,575 - $828,532	-16,358 Reduced 34.08%	31,647 $1.6 Million
Q4 2019 Feb 12, 2020	BUY	$50.42 - $50.53 $668,619 - $670,078	13,261 Added 38.17%	48,005 $2.42 Million
Q3 2019 Oct 23, 2019	BUY	$50.42 - $50.59 $1.55 Million - $1.56 Million	30,787 Added 778.04%	34,744 $1.75 Million
Q2 2019 Jul 15, 2019	BUY	$50.32 - $50.5 $199,116 - $199,828	3,957 New	3,957 $200,000

Others Institutions Holding JMST

# of Institutions

466

Shares Held

42M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Advisor Net Financial, Inc Jp Morgan Ultra Short Mun Inco Transaction History