D L Carlson Investment Group Inc Jp Morgan Ultra Short Mun Inco Transaction History

D L Carlson Investment Group Inc

  • $507 Million
  • Q1 2025

A detailed history of D L Carlson Investment Group Inc transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, D L Carlson Investment Group Inc holds 131,551 shares of JMST stock, worth $6.69 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
131,551
Previous 145,160 9.38%
Holding current value
$6.69 Million
Previous $7.36 Million 9.13%
% of portfolio
1.32%
Previous 1.36%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$50.72 - $50.92 $690,248 - $692,970
-13,609 Reduced 9.38%
131,551 $6.69 Million
Q4 2024

Feb 12, 2025
BUY
$50.67 - $50.9 $721,946 - $725,223
14,248 Added 10.88%
145,160 $7.36 Million
Q3 2024

Nov 13, 2024
BUY
$50.61 - $50.96 $940,232 - $946,734
18,578 Added 16.54%
130,912 $6.67 Million
Q2 2024

Aug 14, 2024
SELL
$50.57 - $50.75 $19,722 - $19,792
-390 Reduced 0.35%
112,334 $5.7 Million
Q1 2024

May 14, 2024
SELL
$50.62 - $50.84 $101,543 - $101,985
-2,006 Reduced 1.75%
112,724 $5.72 Million
Q4 2023

Feb 16, 2024
BUY
$50.29 - $50.88 $1.03 Million - $1.04 Million
20,421 Added 21.65%
114,730 $5.82 Million
Q3 2023

Nov 02, 2023
SELL
$50.45 - $50.66 $279,896 - $281,061
-5,548 Reduced 5.56%
94,309 $4.76 Million
Q2 2023

Aug 09, 2023
BUY
$50.49 - $50.76 $5.04 Million - $5.07 Million
99,857 New
99,857 $5.06 Million

Others Institutions Holding JMST

# of Institutions
529
Shares Held
53.2M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
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