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

Elmwood Wealth Management, Inc.

  • $219 Million
  • Q1 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 116,577 shares of JMST stock, worth $5.92 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares
116,577
Previous 108,235 7.71%
Holding current value
$5.92 Million
Previous $5.49 Million 7.72%
% of portfolio
2.71%
Previous 3.97%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$50.3 - $50.61 $664,010 - $668,102
13,201 Added 16.64%
92,521 $0
Q3 2022

Nov 14, 2022
BUY
$50.33 - $50.72 $490,717 - $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
414
Shares Held
35.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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