A detailed history of Encompass Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 54,177 shares of JMST stock, worth $2.75 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
54,177
Previous 57,209 5.3%
Holding current value
$2.75 Million
Previous $2.9 Million 4.93%
% of portfolio
0.99%
Previous 1.1%

Shares

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

Nov 05, 2024

SELL
$50.61 - $50.96 $153,449 - $154,510
-3,032 Reduced 5.3%
54,177 $2.76 Million
Q2 2024

Aug 08, 2024

BUY
$50.57 - $50.75 $910 - $913
18 Added 0.03%
57,209 $2.9 Million
Q1 2024

May 10, 2024

SELL
$50.62 - $50.84 $476,941 - $479,014
-9,422 Reduced 14.14%
57,191 $2.9 Million
Q4 2023

Feb 13, 2024

BUY
$50.29 - $50.88 $44,657 - $45,181
888 Added 1.35%
66,613 $3.38 Million
Q3 2023

Nov 07, 2023

SELL
$50.45 - $50.66 $29,160 - $29,281
-578 Reduced 0.87%
65,725 $3.32 Million
Q2 2023

Aug 09, 2023

BUY
$50.49 - $50.76 $33,070 - $33,247
655 Added 1.0%
66,303 $3.36 Million
Q1 2023

May 04, 2023

BUY
$50.47 - $50.79 $656 - $660
13 Added 0.02%
65,648 $3.33 Million
Q4 2022

Feb 01, 2023

BUY
$50.24 - $50.61 $251 - $253
5 Added 0.01%
65,635 $3.32 Million
Q3 2022

Oct 28, 2022

SELL
$50.25 - $50.72 $49,998 - $50,466
-995 Reduced 1.49%
65,630 $3.3 Million
Q2 2022

Aug 03, 2022

SELL
$50.42 - $50.72 $155,949 - $156,876
-3,093 Reduced 4.44%
66,625 $3.38 Million
Q1 2022

Apr 28, 2022

SELL
$50.56 - $51.05 $77,002 - $77,749
-1,523 Reduced 2.14%
69,718 $3.53 Million
Q4 2021

Jan 20, 2022

BUY
$50.99 - $51.08 $332,760 - $333,348
6,526 Added 10.08%
71,241 $3.64 Million
Q3 2021

Nov 16, 2021

BUY
$51.03 - $51.1 $190,903 - $191,165
3,741 Added 6.14%
64,715 $3.31 Million
Q2 2021

Aug 03, 2021

BUY
$51.02 - $51.09 $489,332 - $490,004
9,591 Added 18.67%
60,974 $3.11 Million
Q1 2021

May 25, 2021

BUY
$51.0 - $51.08 $2.62 Million - $2.62 Million
51,383 New
51,383 $2.62 Million
Q4 2020

Mar 09, 2021

SELL
$50.98 - $51.08 $2.3 Million - $2.3 Million
-45,116 Closed
0 $0
Q4 2020

Mar 09, 2021

BUY
$50.98 - $51.08 $2.3 Million - $2.3 Million
45,116 New
45,116 $2.3 Million

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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