Forza Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Forza Wealth Management, LLC

  • $222 Billion
  • Q1 2025

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 90,700 shares of JMST stock, worth $4.61 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
90,700
Previous 31,300 189.78%
Holding current value
$4.61 Million
Previous $1.59 Billion 190.58%
% of portfolio
2.07%
Previous 0.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$50.72 - $50.92 $3.01 Million - $3.02 Million
59,400 Added 189.78%
90,700 $4.61 Billion
Q4 2024

Jan 13, 2025
BUY
$50.67 - $50.9 $830,988 - $834,760
16,400 Added 110.07%
31,300 $1.59 Billion
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
$50.24 - $50.61 $492,352 - $495,978
9,800 New
9,800 $495 Million

Others Institutions Holding JMST

# of Institutions
504
Shares Held
54.2M
Call Options Held
6.5K
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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