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 112,334 shares of JMST stock, worth $5.7 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
112,334
Previous 112,724 0.35%
Holding current value
$5.7 Million
Previous $5.72 Million 0.35%
% of portfolio
1.13%
Previous 1.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track D L Carlson Investment Group Inc Portfolio

Follow D L Carlson Investment Group 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 D L Carlson Investment Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on D L Carlson Investment Group Inc with notifications on news.