Goal Vest Advisory LLC Jp Morgan Ultra Short Mun Inco Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 06, 2023	SELL	$50.24 - $50.61 $1.13 Million - $1.14 Million	-22,502 Reduced 99.13%	198 $0
Q3 2022 Oct 11, 2022	SELL	$50.25 - $50.72 $464,561 - $468,906	-9,245 Reduced 28.94%	22,700 $1.14 Million
Q2 2022 Jul 06, 2022	BUY	$50.42 - $50.72 $680,770 - $684,821	13,502 Added 73.21%	31,945 $1.62 Million
Q1 2022 May 03, 2022	SELL	$50.56 - $51.05 $125,136 - $126,348	-2,475 Reduced 11.83%	18,443 $934,000
Q2 2021 Sep 01, 2021	SELL	$51.02 - $51.09 $98,366 - $98,501	-1,928 Reduced 8.44%	20,918 $1.07 Million
Q1 2021 May 13, 2021	BUY	$51.0 - $51.08 $1.11 Million - $1.11 Million	21,671 Added 1844.34%	22,846 $1.17 Million
Q4 2020 Jan 28, 2021	BUY	$50.98 - $51.08 $59,901 - $60,019	1,175 New	1,175 $60,000

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.4M

Call Options Held

0

Put Options Held

0

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.