A detailed history of Core Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 53,804 shares of JMST stock, worth $2.73 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
53,804
Previous 52,369 2.74%
Holding current value
$2.73 Million
Previous $2.66 Million 2.75%
% of portfolio
0.94%
Previous 0.91%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$50.57 - $50.75 $72,567 - $72,826
1,435 Added 2.74%
53,804 $2.73 Million
Q1 2024

May 15, 2024

BUY
$50.62 - $50.84 $172,411 - $173,161
3,406 Added 6.96%
52,369 $2.66 Million
Q4 2023

Feb 14, 2024

BUY
$50.29 - $50.88 $223,941 - $226,568
4,453 Added 10.0%
48,963 $2.48 Million
Q3 2023

Nov 13, 2023

SELL
$50.45 - $50.66 $56,907 - $57,144
-1,128 Reduced 2.47%
44,510 $2.25 Million
Q2 2023

Aug 14, 2023

BUY
$50.49 - $50.76 $216,198 - $217,354
4,282 Added 10.35%
45,638 $2.31 Million
Q1 2023

Apr 27, 2023

BUY
$50.47 - $50.79 $1.06 Million - $1.07 Million
20,982 Added 102.98%
41,356 $2.1 Million
Q4 2022

Feb 14, 2023

BUY
$50.24 - $50.61 $161,823 - $163,014
3,221 Added 18.78%
20,374 $1.03 Million
Q3 2022

Nov 10, 2022

BUY
$50.25 - $50.72 $66,380 - $67,001
1,321 Added 8.34%
17,153 $863,000
Q2 2022

Aug 12, 2022

BUY
$50.42 - $50.72 $798,249 - $802,999
15,832 New
15,832 $802,000
Q1 2022

May 16, 2022

SELL
$50.56 - $51.05 $296,938 - $299,816
-5,873 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
$51.03 - $51.1 $299,699 - $300,110
5,873 New
5,873 $300,000

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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