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

Aletheian Wealth Advisors LLC

  • $163 Million
  • Q3 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 3,963 shares of JMST stock, worth $201,360. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,963
Previous 4,006 1.07%
Holding current value
$201,360
Previous $203,000 0.99%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
463
Shares Held
41.3M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
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