A detailed history of Beacon Pointe Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 7,498 shares of JMST stock, worth $380,598. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,498
Previous 8,442 11.18%
Holding current value
$380,598
Previous $428,000 10.98%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$50.61 - $50.96 $47,775 - $48,106
-944 Reduced 11.18%
7,498 $381,000
Q2 2024

Aug 12, 2024

BUY
$50.57 - $50.75 $137,600 - $138,090
2,721 Added 47.56%
8,442 $428,000
Q1 2024

May 14, 2024

BUY
$50.62 - $50.84 $289,597 - $290,855
5,721 New
5,721 $290,000
Q3 2023

Nov 14, 2023

BUY
$50.45 - $50.66 $1.15 Million - $1.16 Million
22,834 New
22,834 $1.15 Million
Q4 2022

Feb 14, 2023

SELL
$50.24 - $50.61 $208,546 - $210,082
-4,151 Reduced 49.36%
4,258 $215,000
Q3 2022

Nov 09, 2022

BUY
$50.25 - $50.72 $422,552 - $426,504
8,409 New
8,409 $423,000

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.