Confluence Wealth Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 9,300 shares of JMST stock, worth $472,719. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,300
Previous 9,300 -0.0%
Holding current value
$472,719
Previous $473,000 0.42%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 29, 2024
BUY
$50.61 - $50.96 $25,305 - $25,480
500 Added 5.68%
9,300 $473,000
Q2 2024

Jul 31, 2024
BUY
$50.57 - $50.75 $45,513 - $45,675
900 Added 11.39%
8,800 $446,000
Q1 2024

Apr 22, 2024
SELL
$50.62 - $50.84 $718,804 - $721,928
-14,200 Reduced 64.25%
7,900 $400,000
Q4 2023

Jan 25, 2024
BUY
$50.29 - $50.88 $1.11 Million - $1.12 Million
22,100 New
22,100 $1.12 Million

Others Institutions Holding JMST

# of Institutions
492
Shares Held
51.1M
Call Options Held
6.5K
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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email