Avaii Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 2024

A detailed history of Avaii Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 12,252 shares of JMST stock, worth $620,808. This represents 0.35% of its overall portfolio holdings.

Number of Shares
12,252
Previous 12,252 -0.0%
Holding current value
$620,808
Previous $621,000 0.48%
% of portfolio
0.35%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$50.57 - $50.75 $64,982 - $65,213
-1,285 Reduced 9.49%
12,252 $621,000
Q1 2024

Apr 29, 2024
SELL
$50.62 - $50.84 $15,034 - $15,099
-297 Reduced 2.15%
13,537 $686,000
Q4 2023

Feb 05, 2024
BUY
$50.29 - $50.88 $2,967 - $3,001
59 Added 0.43%
13,834 $701,000
Q3 2023

Oct 24, 2023
SELL
$50.45 - $50.66 $28,958 - $29,078
-574 Reduced 4.0%
13,775 $694,000
Q2 2023

Jul 31, 2023
SELL
$50.49 - $50.76 $60,588 - $60,912
-1,200 Reduced 7.72%
14,349 $726,000
Q1 2023

Apr 10, 2023
SELL
$50.47 - $50.79 $36,792 - $37,025
-729 Reduced 4.48%
15,549 $789,000
Q4 2022

Jan 25, 2023
BUY
$50.24 - $50.61 $817,806 - $823,829
16,278 New
16,278 $0

Others Institutions Holding JMST

# of Institutions
447
Shares Held
40.1M
Call Options Held
0
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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