Appleton Partners Inc Jp Morgan Ultra Short Mun Inco Transaction History

Appleton Partners Inc

  • $1.29 Billion
  • Q1 2025

A detailed history of Appleton Partners Inc transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Appleton Partners Inc holds 122,142 shares of JMST stock, worth $6.21 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
122,142
Previous 126,059 3.11%
Holding current value
$6.21 Million
Previous $6.39 Million 2.83%
% of portfolio
0.48%
Previous 0.47%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$50.72 - $50.92 $198,670 - $199,453
-3,917 Reduced 3.11%
122,142 $6.21 Million
Q4 2024

Jan 28, 2025
SELL
$50.67 - $50.9 $241,391 - $242,487
-4,764 Reduced 3.64%
126,059 $6.39 Million
Q3 2024

Oct 01, 2024
SELL
$50.61 - $50.96 $1.56 Million - $1.58 Million
-30,920 Reduced 19.12%
130,823 $6.66 Million
Q2 2024

Jul 02, 2024
SELL
$50.57 - $50.75 $1.02 Million - $1.02 Million
-20,168 Reduced 11.09%
161,743 $8.21 Million
Q1 2024

Apr 01, 2024
SELL
$50.62 - $50.84 $17,970 - $18,048
-355 Reduced 0.19%
181,911 $9.23 Million
Q4 2023

Jan 02, 2024
SELL
$50.29 - $50.88 $684,245 - $692,273
-13,606 Reduced 6.95%
182,266 $9.25 Million
Q3 2023

Oct 03, 2023
SELL
$50.45 - $50.66 $2.3 Million - $2.31 Million
-45,515 Reduced 18.86%
195,872 $9.88 Million
Q2 2023

Jul 10, 2023
SELL
$50.49 - $50.76 $612,898 - $616,175
-12,139 Reduced 4.79%
241,387 $12.2 Million
Q1 2023

Apr 10, 2023
BUY
$50.47 - $50.79 $34,067 - $34,283
675 Added 0.27%
253,526 $12.9 Million
Q4 2022

Jan 19, 2023
SELL
$50.24 - $50.61 $754,906 - $760,465
-15,026 Reduced 5.61%
252,851 $12.8 Million
Q3 2022

Oct 27, 2022
BUY
$50.25 - $50.72 $1.39 Million - $1.4 Million
27,673 Added 11.52%
267,877 $13.5 Million
Q2 2022

Jul 08, 2022
BUY
$50.42 - $50.72 $1.03 Million - $1.03 Million
20,339 Added 9.25%
240,204 $12.2 Million
Q1 2022

Apr 05, 2022
SELL
$50.56 - $51.05 $1.59 Million - $1.6 Million
-31,409 Reduced 12.5%
219,865 $11.1 Million
Q4 2021

Feb 03, 2022
BUY
$50.99 - $51.08 $854,643 - $856,151
16,761 Added 7.15%
251,274 $12.8 Million
Q3 2021

Oct 14, 2021
BUY
$51.03 - $51.1 $3.66 Million - $3.66 Million
71,687 Added 44.03%
234,513 $12 Million
Q2 2021

Jul 07, 2021
BUY
$51.02 - $51.09 $4.3 Million - $4.3 Million
84,191 Added 107.07%
162,826 $8.31 Million
Q1 2021

Apr 19, 2021
BUY
$51.0 - $51.08 $4.01 Million - $4.02 Million
78,635 New
78,635 $4.01 Million

Others Institutions Holding JMST

# of Institutions
530
Shares Held
53.2M
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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