A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Forza Wealth Management, LLC holds 14,900 shares of JMST stock, worth $757,069. This represents 0.39% of its overall portfolio holdings.

Number of Shares
14,900
Previous 14,900 -0.0%
Holding current value
$757,069
Previous $756 Million 0.01%
% of portfolio
0.39%
Previous 0.39%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024

BUY
$50.29 - $50.88 $256,479 - $259,488
5,100 Added 52.04%
14,900 $756 Million
Q4 2022

Feb 06, 2023

BUY
$50.3 - $50.61 $492,940 - $495,978
9,800 New
9,800 $495 Million

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


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

Track Forza Wealth Management, LLC Portfolio

Follow Forza Wealth Management, LLC 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 Forza Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forza Wealth Management, LLC with notifications on news.