Congress Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Congress Wealth Management LLC holds 8,385 shares of JMST stock, worth $426,125. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,385
Holding current value
$426,125
% of portfolio
0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$50.67 - $50.9 $424,867 - $426,796
8,385 New
8,385 $425,000
Q1 2022

May 16, 2022
SELL
$50.56 - $51.05 $755,113 - $762,431
-14,935 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$50.99 - $51.08 $761,535 - $762,879
14,935 New
14,935 $763,000

Others Institutions Holding JMST

# of Institutions
486
Shares Held
51M
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
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