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

Aletheian Wealth Advisors LLC

  • $162 Million
  • Q4 2024

A detailed history of Aletheian Wealth Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 4,807 shares of JMST stock, worth $244,484. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,807
Previous 3,963 21.3%
Holding current value
$244,484
Previous $201,000 20.9%
% of portfolio
0.15%
Previous 0.12%

Shares

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

Feb 14, 2025
BUY
$50.67 - $50.9 $42,765 - $42,959
844 Added 21.3%
4,807 $243,000
Q3 2024

Oct 25, 2024
SELL
$50.61 - $50.96 $2,176 - $2,191
-43 Reduced 1.07%
3,963 $201,000
Q2 2024

Jul 26, 2024
SELL
$50.57 - $50.75 $505 - $507
-10 Reduced 0.25%
4,006 $203,000
Q1 2024

Apr 15, 2024
BUY
$50.62 - $50.84 $203,289 - $204,173
4,016 New
4,016 $203,000
Q2 2023

Jul 13, 2023
SELL
$50.49 - $50.76 $3,079 - $3,096
-61 Reduced 1.21%
4,970 $251,000
Q1 2023

May 11, 2023
BUY
$50.47 - $50.79 $253,914 - $255,524
5,031 New
5,031 $255,000

Others Institutions Holding JMST

# of Institutions
488
Shares Held
51M
Call Options Held
6.5K
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

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