Gps Wealth Strategies Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Gps Wealth Strategies Group, LLC

$747 Million
Q4 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 8,388 shares of JMST stock, worth $426,949. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,388

Previous 14,844 43.49%

Holding current value

$426,949

Previous $756,000 43.78%

% of portfolio

0.06%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$50.67 - $50.9 $327,125 - $328,610	-6,456 Reduced 43.49%	8,388 $425,000
Q3 2024 Oct 29, 2024	BUY	$50.61 - $50.96 $15,284 - $15,389	302 Added 2.08%	14,844 $756,000
Q2 2024 Jul 16, 2024	SELL	$50.57 - $50.75 $10,265 - $10,302	-203 Reduced 1.38%	14,542 $737,000
Q1 2024 Apr 30, 2024	SELL	$50.62 - $50.84 $375,600 - $377,232	-7,420 Reduced 33.48%	14,745 $748,000
Q4 2023 Jan 12, 2024	SELL	$50.29 - $50.88 $22,580 - $22,845	-449 Reduced 1.99%	22,165 $1.12 Million
Q3 2023 Oct 25, 2023	BUY	$50.45 - $50.66 $144,791 - $145,394	2,870 Added 14.54%	22,614 $1.14 Million
Q2 2023 Jul 17, 2023	SELL	$50.49 - $50.76 $144,805 - $145,579	-2,868 Reduced 12.68%	19,744 $1 Million
Q1 2023 Apr 17, 2023	BUY	$50.47 - $50.79 $1.14 Million - $1.15 Million	22,612 New	22,612 $1.15 Million

Others Institutions Holding JMST

# of Institutions

467

Shares Held

42.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Gps Wealth Strategies Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History