A detailed history of Elmwood Wealth Management, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 96,752 shares of JMST stock, worth $4.91 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares
96,752
Previous 78,727 22.9%
Holding current value
$4.91 Million
Previous $3.99 Million 23.39%
% of portfolio
2.22%
Previous 1.94%

Shares

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

Oct 11, 2024

BUY
$50.61 - $50.96 $912,245 - $918,554
18,025 Added 22.9%
96,752 $4.93 Million
Q2 2024

Aug 13, 2024

SELL
$50.57 - $50.75 $1.91 Million - $1.92 Million
-37,850 Reduced 32.47%
78,727 $3.99 Million
Q1 2024

May 10, 2024

BUY
$50.62 - $50.84 $422,272 - $424,107
8,342 Added 7.71%
116,577 $5.92 Million
Q4 2023

Jan 30, 2024

SELL
$50.29 - $50.88 $133,268 - $134,832
-2,650 Reduced 2.39%
108,235 $5.49 Million
Q3 2023

Nov 15, 2023

SELL
$50.45 - $50.66 $299,925 - $301,173
-5,945 Reduced 5.09%
110,885 $5.59 Million
Q2 2023

Aug 10, 2023

BUY
$50.49 - $50.76 $277,695 - $279,180
5,500 Added 4.94%
116,830 $5.92 Million
Q1 2023

Apr 28, 2023

BUY
$50.47 - $50.79 $949,290 - $955,309
18,809 Added 20.33%
111,330 $5.65 Million
Q4 2022

Jan 25, 2023

BUY
$50.24 - $50.61 $663,218 - $668,102
13,201 Added 16.64%
92,521 $0
Q3 2022

Nov 14, 2022

BUY
$50.25 - $50.72 $489,937 - $494,520
9,750 Added 14.01%
79,320 $3.99 Million
Q2 2022

Jul 12, 2022

BUY
$50.42 - $50.72 $90,756 - $91,296
1,800 Added 2.66%
69,570 $3.52 Million
Q1 2022

May 16, 2022

BUY
$50.56 - $51.05 $197,184 - $199,095
3,900 Added 6.11%
67,770 $3.43 Million
Q4 2021

Feb 08, 2022

BUY
$50.99 - $51.08 $664,144 - $665,317
13,025 Added 25.62%
63,870 $3.26 Million
Q2 2021

Aug 13, 2021

BUY
$51.02 - $51.09 $823,973 - $825,103
16,150 Added 46.55%
50,845 $2.6 Million
Q1 2021

May 13, 2021

BUY
$51.0 - $51.08 $1.77 Million - $1.77 Million
34,695 New
34,695 $1.77 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 Elmwood Wealth Management, Inc. Portfolio

Follow Elmwood Wealth Management, 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 Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.