Capital Analysts, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Capital Analysts, LLC holds 26 shares of JMST stock, worth $1,321. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,321

% of portfolio

0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$50.61 - $50.96 $1,315 - $1,324	26 New	26 $1,000
Q4 2023 Jan 30, 2024	BUY	$50.29 - $50.88 $5,883 - $5,952	117 Added 14.1%	947 $48,000
Q3 2023 Nov 13, 2023	SELL	$50.45 - $50.66 $6,054 - $6,079	-120 Reduced 12.63%	830 $42,000
Q2 2023 Aug 11, 2023	BUY	$50.49 - $50.76 $4,039 - $4,060	80 Added 9.2%	950 $48,000
Q1 2023 May 05, 2023	SELL	$50.47 - $50.79 $485,470 - $488,549	-9,619 Reduced 91.71%	870 $44,000
Q4 2022 Feb 08, 2023	BUY	$50.24 - $50.61 $489,538 - $493,143	9,744 Added 1307.92%	10,489 $530,000
Q3 2022 Nov 14, 2022	BUY	$50.25 - $50.72 $5,025 - $5,072	100 Added 15.5%	745 $37,000
Q2 2022 Aug 12, 2022	SELL	$50.42 - $50.72 $55,462 - $55,792	-1,100 Reduced 63.04%	645 $33,000
Q1 2022 May 12, 2022	BUY	$50.56 - $51.05 $3,539 - $3,573	70 Added 4.18%	1,745 $88,000
Q4 2021 Feb 10, 2022	BUY	$50.99 - $51.08 $8,464 - $8,479	166 Added 11.0%	1,675 $86,000
Q3 2021 Nov 04, 2021	BUY	$51.03 - $51.1 $8,113 - $8,124	159 Added 11.78%	1,509 $77,000
Q2 2021 Aug 05, 2021	BUY	$51.02 - $51.09 $16,836 - $16,859	330 Added 32.35%	1,350 $69,000
Q1 2021 May 17, 2021	BUY	$51.0 - $51.08 $8,670 - $8,683	170 Added 20.0%	1,020 $52,000
Q4 2020 Feb 16, 2021	BUY	$50.98 - $51.08 $43,333 - $43,418	850 New	850 $43,000

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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