Evergreen Wealth Solutions, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Evergreen Wealth Solutions, LLC

  • $135 Million
  • Q1 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 27,571 shares of JMST stock, worth $1.4 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
27,571
Previous 44,420 37.93%
Holding current value
$1.4 Million
Previous $2.25 Million 37.95%
% of portfolio
1.04%
Previous 1.93%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$50.62 - $50.84 $852,896 - $856,603
-16,849 Reduced 37.93%
27,571 $1.4 Million
Q4 2023

Feb 07, 2024
BUY
$50.29 - $50.88 $1.22 Million - $1.23 Million
24,219 Added 119.89%
44,420 $2.25 Million
Q3 2023

Nov 13, 2023
BUY
$50.45 - $50.66 $9,837 - $9,878
195 Added 0.97%
20,201 $1.02 Million
Q2 2023

Aug 11, 2023
SELL
$50.49 - $50.76 $267,445 - $268,875
-5,297 Reduced 20.93%
20,006 $1.01 Million
Q1 2023

May 12, 2023
BUY
$50.47 - $50.79 $263,806 - $265,479
5,227 Added 26.04%
25,303 $1.29 Million
Q4 2022

Feb 14, 2023
SELL
$50.3 - $50.61 $731,814 - $736,324
-14,549 Reduced 42.02%
20,076 $1.02 Million
Q3 2022

Nov 14, 2022
SELL
$50.33 - $50.72 $836,736 - $843,220
-16,625 Reduced 32.44%
34,625 $1.74 Million
Q2 2022

Aug 15, 2022
BUY
$50.42 - $50.72 $2.58 Million - $2.6 Million
51,250 New
51,250 $2.6 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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