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

Capital Advisors Wealth Management, LLC

  • $504 Million
  • Q2 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 14, 2023
SELL
$50.47 - $50.79 $197,085 - $198,334
-3,905 Reduced 35.52%
7,089 $360,000
Q4 2022

Feb 09, 2023
BUY
$50.24 - $50.61 $45,366 - $45,700
903 Added 8.95%
10,994 $555,000
Q3 2022

Nov 14, 2022
BUY
$50.25 - $50.72 $507,072 - $511,815
10,091 New
10,091 $508,000

Others Institutions Holding JMST

# of Institutions
445
Shares Held
36.9M
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
Track This Portfolio

Track Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email