Arete Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 6,352 shares of JMST stock, worth $322,872. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,352
Holding current value
$322,872
% of portfolio
0.02%

Shares

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

Feb 12, 2025
BUY
$50.67 - $50.9 $321,855 - $323,316
6,352 New
6,352 $322,000
Q2 2023

Aug 09, 2023
BUY
$50.49 - $50.76 $1.85 Million - $1.86 Million
36,557 New
36,557 $1.85 Million
Q3 2022

Nov 07, 2022
BUY
$50.25 - $50.72 $2.87 Million - $2.9 Million
57,096 Added 47.43%
177,483 $8.93 Million
Q2 2022

Aug 15, 2022
SELL
$50.42 - $50.72 $1.91 Million - $1.92 Million
-37,926 Reduced 23.96%
120,387 $6.1 Million
Q1 2022

May 06, 2022
BUY
$50.56 - $51.05 $570,872 - $576,405
11,291 Added 7.68%
158,313 $8.02 Million
Q4 2021

Feb 07, 2022
BUY
$50.99 - $51.08 $2.94 Million - $2.95 Million
57,688 Added 64.58%
147,022 $7.51 Million
Q3 2021

Nov 15, 2021
SELL
$51.03 - $51.1 $344,095 - $344,567
-6,743 Reduced 7.02%
89,334 $4.56 Million
Q2 2021

Aug 09, 2021
BUY
$51.02 - $51.09 $862,084 - $863,267
16,897 Added 21.34%
96,077 $4.91 Million
Q1 2021

May 10, 2021
BUY
$51.0 - $51.08 $31,671 - $31,720
621 Added 0.79%
79,180 $4.04 Million
Q4 2020

Feb 08, 2021
BUY
$50.98 - $51.08 $4 Million - $4.01 Million
78,559 New
78,559 $4.01 Million

Others Institutions Holding JMST

# of Institutions
492
Shares Held
51.1M
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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