Elmwood Wealth Management, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

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 107,219 shares of JMST stock, worth $5.45 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

107,219

Previous 96,752 10.82%

Holding current value

$5.45 Million

Previous $4.93 Million 10.33%

% of portfolio

2.38%

Previous 2.22%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$50.67 - $50.9 $530,362 - $532,770	10,467 Added 10.82%	107,219 $5.44 Million
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

# of Institutions

466

Shares Held

42.5M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Elmwood Wealth Management, Inc. Jp Morgan Ultra Short Mun Inco Transaction History