Avantax Advisory Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 39,658 shares of JMST stock, worth $2.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

39,658

Previous 158,458 74.97%

Holding current value

$2.02 Million

Previous $8.04 Million 74.88%

% of portfolio

0.01%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$50.61 - $50.96 $6.01 Million - $6.05 Million	-118,800 Reduced 74.97%	39,658 $2.02 Million
Q2 2024 Aug 09, 2024	BUY	$50.57 - $50.75 $3.91 Million - $3.92 Million	77,266 Added 95.16%	158,458 $8.04 Million
Q1 2024 May 08, 2024	BUY	$50.62 - $50.84 $998,985 - $1 Million	19,735 Added 32.11%	81,192 $4.12 Million
Q4 2023 Feb 07, 2024	BUY	$50.29 - $50.88 $136,889 - $138,495	2,722 Added 4.63%	61,457 $3.12 Million
Q3 2023 Nov 07, 2023	BUY	$50.45 - $50.66 $1.51 Million - $1.51 Million	29,853 Added 103.36%	58,735 $2.96 Million
Q2 2023 Aug 11, 2023	BUY	$50.49 - $50.76 $1.19 Million - $1.2 Million	23,558 Added 442.49%	28,882 $1.46 Million
Q1 2023 Apr 28, 2023	SELL	$50.47 - $50.79 $27,001 - $27,172	-535 Reduced 9.13%	5,324 $270,000
Q4 2022 Feb 13, 2023	BUY	$50.24 - $50.61 $294,356 - $296,523	5,859 New	5,859 $296,000

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.3M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Avantax Advisory Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History