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

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 141,675 shares of JMST stock, worth $7.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
141,675
Previous 91,942 54.09%
Holding current value
$7.2 Million
Previous $4.67 Million 54.68%
% of portfolio
0.18%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$50.61 - $50.96 $2.52 Million - $2.53 Million
49,733 Added 54.09%
141,675 $7.22 Million
Q2 2024

Aug 09, 2024
BUY
$50.57 - $50.75 $240,308 - $241,164
4,752 Added 5.45%
91,942 $4.67 Million
Q1 2024

May 14, 2024
BUY
$50.62 - $50.84 $1.6 Million - $1.61 Million
31,650 Added 56.99%
87,190 $4.42 Million
Q4 2023

Feb 06, 2024
BUY
$50.29 - $50.88 $92,131 - $93,212
1,832 Added 3.41%
55,540 $2.82 Million
Q3 2023

Nov 14, 2023
BUY
$50.45 - $50.66 $926,312 - $930,168
18,361 Added 51.95%
53,708 $2.71 Million
Q2 2023

Aug 08, 2023
BUY
$50.49 - $50.76 $1.15 Million - $1.15 Million
22,737 Added 180.31%
35,347 $1.79 Million
Q1 2023

May 03, 2023
SELL
$50.47 - $50.79 $63,945 - $64,350
-1,267 Reduced 9.13%
12,610 $640,000
Q4 2022

Feb 14, 2023
SELL
$50.24 - $50.61 $501,897 - $505,593
-9,990 Reduced 41.86%
13,877 $701,000
Q3 2022

Nov 14, 2022
SELL
$50.25 - $50.72 $298,032 - $300,820
-5,931 Reduced 19.9%
23,867 $1.2 Million
Q2 2022

Aug 11, 2022
BUY
$50.42 - $50.72 $717,779 - $722,049
14,236 Added 91.48%
29,798 $1.51 Million
Q1 2022

Aug 11, 2022
BUY
$50.56 - $51.05 $375,761 - $379,403
7,432 Added 91.41%
15,562 $788,000
Q4 2021

Aug 11, 2022
BUY
$50.99 - $51.08 $414,548 - $415,280
8,130 New
8,130 $415,000

Others Institutions Holding JMST

# of Institutions
463
Shares Held
41.3M
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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