Gradient Capital Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 8,127 shares of JMST stock, worth $413,420. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,127
Previous 7,794 4.27%
Holding current value
$413,420
Previous $397,000 3.78%
% of portfolio
0.14%
Previous 0.13%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$50.67 - $50.9 $16,873 - $16,949
333 Added 4.27%
8,127 $412,000
Q3 2024

Oct 16, 2024
SELL
$50.61 - $50.96 $276,431 - $278,343
-5,462 Reduced 41.2%
7,794 $397,000
Q1 2024

Apr 17, 2024
SELL
$50.62 - $50.84 $119,513 - $120,033
-2,361 Reduced 15.12%
13,256 $672,000
Q4 2023

Jan 31, 2024
SELL
$50.29 - $50.88 $241,291 - $244,122
-4,798 Reduced 23.5%
15,617 $792,000
Q3 2023

Oct 24, 2023
SELL
$50.45 - $50.66 $65,484 - $65,756
-1,298 Reduced 5.98%
20,415 $1.03 Million
Q2 2023

Jul 18, 2023
SELL
$50.49 - $50.76 $70,433 - $70,810
-1,395 Reduced 6.04%
21,713 $1.1 Million
Q1 2023

Apr 17, 2023
SELL
$50.47 - $50.79 $642,735 - $646,810
-12,735 Reduced 35.53%
23,108 $1.17 Million
Q4 2022

Feb 03, 2023
SELL
$50.24 - $50.61 $211,359 - $212,916
-4,207 Reduced 10.5%
35,843 $1.81 Million
Q3 2022

Nov 04, 2022
SELL
$50.25 - $50.72 $93,666 - $94,542
-1,864 Reduced 4.45%
40,050 $2.02 Million
Q2 2022

Jul 18, 2022
BUY
$50.42 - $50.72 $424,485 - $427,011
8,419 Added 25.14%
41,914 $2.12 Million
Q1 2022

Apr 29, 2022
BUY
$50.56 - $51.05 $421,164 - $425,246
8,330 Added 33.1%
33,495 $1.7 Million
Q4 2021

Jan 31, 2022
BUY
$50.99 - $51.08 $641,505 - $642,637
12,581 Added 99.98%
25,165 $1.29 Million
Q3 2021

Nov 02, 2021
SELL
$51.03 - $51.1 $59,807 - $59,889
-1,172 Reduced 8.52%
12,584 $643,000
Q1 2021

Apr 21, 2021
BUY
$51.0 - $51.08 $471,699 - $472,438
9,249 Added 205.21%
13,756 $702,000
Q4 2020

Jan 20, 2021
BUY
$50.98 - $51.08 $229,766 - $230,217
4,507 New
4,507 $230,000

Others Institutions Holding JMST

# of Institutions
468
Shares Held
42.7M
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
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, 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 Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email