Avidian Wealth Solutions, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 54,132 shares of JMST stock, worth $2.75 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

54,132

Previous 43,584 24.2%

Holding current value

$2.75 Million

Previous $2.22 Million 23.65%

% of portfolio

0.13%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$50.67 - $50.9 $534,467 - $536,893	10,548 Added 24.2%	54,132 $2.75 Million
Q3 2024 Oct 30, 2024	SELL	$50.61 - $50.96 $980,265 - $987,044	-19,369 Reduced 30.77%	43,584 $2.22 Million
Q2 2024 Aug 06, 2024	BUY	$50.57 - $50.75 $3.18 Million - $3.19 Million	62,953 New	62,953 $3.19 Million
Q2 2022 Jul 29, 2022	SELL	$50.42 - $50.72 $1.93 Million - $1.94 Million	-38,263 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$50.56 - $51.05 $1.11 Million - $1.12 Million	-22,006 Reduced 36.51%	38,263 $1.94 Million
Q4 2021 Feb 14, 2022	SELL	$50.99 - $51.08 $3,416 - $3,422	-67 Reduced 0.11%	60,269 $3.08 Million
Q3 2021 Nov 10, 2021	SELL	$51.03 - $51.1 $276,684 - $277,064	-5,422 Reduced 8.25%	60,336 $3.08 Million
Q2 2021 Aug 09, 2021	BUY	$51.02 - $51.09 $3.35 Million - $3.36 Million	65,758 New	65,758 $3.36 Million

Others Institutions Holding JMST

# of Institutions

473

Shares Held

44.1M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Avidian Wealth Solutions, LLC Jp Morgan Ultra Short Mun Inco Transaction History