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

Bcgm Wealth Management, LLC

$297 Million
Q1 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 89,002 shares of JMST stock, worth $4.54 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

89,002

Previous 98,826 9.94%

Holding current value

$4.54 Million

Previous $5.01 Million 9.7%

% of portfolio

1.53%

Previous 1.74%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$50.72 - $50.92 $498,273 - $500,238	-9,824 Reduced 9.94%	89,002 $4.53 Million
Q4 2024 Feb 04, 2025	SELL	$50.67 - $50.9 $105,494 - $105,973	-2,082 Reduced 2.06%	98,826 $5.01 Million
Q3 2024 Nov 06, 2024	SELL	$50.61 - $50.96 $2.58 Million - $2.6 Million	-50,961 Reduced 33.56%	100,908 $5.14 Million
Q2 2024 Jul 30, 2024	SELL	$50.57 - $50.75 $214,163 - $214,926	-4,235 Reduced 2.71%	151,869 $7.71 Million
Q1 2024 May 07, 2024	BUY	$50.62 - $50.84 $6,125 - $6,151	121 Added 0.08%	156,104 $7.92 Million
Q4 2023 Feb 08, 2024	SELL	$50.29 - $50.88 $165,957 - $167,904	-3,300 Reduced 2.07%	155,983 $7.91 Million
Q3 2023 Nov 08, 2023	SELL	$50.45 - $50.66 $776,274 - $779,505	-15,387 Reduced 8.81%	159,283 $8.04 Million
Q2 2023 Aug 07, 2023	BUY	$50.49 - $50.76 $283,551 - $285,068	5,616 Added 3.32%	174,670 $8.85 Million
Q1 2023 May 02, 2023	SELL	$50.47 - $50.79 $154,539 - $155,518	-3,062 Reduced 1.78%	169,054 $8.59 Million
Q4 2022 Feb 07, 2023	BUY	$50.24 - $50.61 $213,771 - $215,345	4,255 Added 2.53%	172,116 $8.7 Million
Q3 2022 Nov 03, 2022	SELL	$50.25 - $50.72 $24,170 - $24,396	-481 Reduced 0.29%	167,861 $8.45 Million
Q2 2022 Aug 01, 2022	BUY	$50.42 - $50.72 $2.81 Million - $2.83 Million	55,830 Added 49.62%	168,342 $8.54 Million
Q1 2022 May 02, 2022	SELL	$50.56 - $51.05 $170,538 - $172,191	-3,373 Reduced 2.91%	112,512 $5.7 Million
Q4 2021 Feb 01, 2022	BUY	$50.99 - $51.08 $165,717 - $166,010	3,250 Added 2.89%	115,885 $5.92 Million
Q3 2021 Nov 01, 2021	BUY	$51.03 - $51.1 $585,926 - $586,730	11,482 Added 11.35%	112,635 $5.75 Million
Q2 2021 Aug 02, 2021	BUY	$51.02 - $51.09 $702,341 - $703,304	13,766 Added 15.75%	101,153 $5.17 Million
Q1 2021 Apr 21, 2021	SELL	$51.0 - $51.08 $407,031 - $407,669	-7,981 Reduced 8.37%	87,387 $4.46 Million
Q4 2020 Feb 16, 2021	BUY	$50.98 - $51.08 $4.86 Million - $4.87 Million	95,368 New	95,368 $4.87 Million

Others Institutions Holding JMST

# of Institutions

537

Shares Held

54.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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