A detailed history of Essex Financial Services, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Essex Financial Services, Inc. holds 11,985 shares of JMST stock, worth $607,279. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,985
Previous 34,504 65.26%
Holding current value
$607,279
Previous $1.75 Million 65.14%
% of portfolio
0.03%
Previous 0.09%

Shares

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

Oct 24, 2024

SELL
$50.61 - $50.96 $1.14 Million - $1.15 Million
-22,519 Reduced 65.26%
11,985 $610,000
Q2 2024

Aug 09, 2024

BUY
$50.57 - $50.75 $7,838 - $7,866
155 Added 0.45%
34,504 $1.75 Million
Q2 2024

Jul 31, 2024

BUY
$50.57 - $50.75 $730,079 - $732,677
14,437 Added 72.5%
34,349 $1.74 Million
Q1 2024

Apr 23, 2024

BUY
$50.62 - $50.84 $65,046 - $65,329
1,285 Added 6.9%
19,912 $1.01 Million
Q4 2023

Feb 05, 2024

SELL
$50.29 - $50.88 $198,444 - $200,772
-3,946 Reduced 17.48%
18,627 $945,000
Q3 2023

Nov 15, 2023

SELL
$50.45 - $50.66 $246,397 - $247,423
-4,884 Reduced 17.79%
22,573 $1.14 Million
Q2 2023

Aug 08, 2023

BUY
$50.49 - $50.76 $6,866 - $6,903
136 Added 0.5%
27,457 $1.39 Million
Q1 2023

May 11, 2023

BUY
$50.47 - $50.79 $106,289 - $106,963
2,106 Added 8.35%
27,321 $1.39 Million
Q4 2022

Feb 10, 2023

SELL
$50.24 - $50.61 $1.87 Million - $1.89 Million
-37,270 Reduced 59.65%
25,215 $1.27 Million
Q3 2022

Nov 07, 2022

BUY
$50.25 - $50.72 $198,688 - $200,546
3,954 Added 6.76%
62,485 $3.14 Million
Q2 2022

Aug 01, 2022

SELL
$50.42 - $50.72 $378,351 - $380,602
-7,504 Reduced 11.36%
58,531 $2.97 Million
Q1 2022

Apr 21, 2022

BUY
$50.56 - $51.05 $2.43 Million - $2.46 Million
48,113 Added 268.46%
66,035 $3.34 Million
Q4 2021

Feb 11, 2022

BUY
$50.99 - $51.08 $428,468 - $429,225
8,403 Added 88.28%
17,922 $915,000
Q3 2021

Nov 10, 2021

BUY
$51.03 - $51.1 $216,061 - $216,357
4,234 Added 80.11%
9,519 $486,000
Q1 2021

May 11, 2021

BUY
$51.0 - $51.08 $269,535 - $269,957
5,285 New
5,285 $270,000

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


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

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, 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 Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.