Graves Light Lenhart Wealth, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Graves Light Lenhart Wealth, Inc.

$809 Million
Q1 2025

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 61,611 shares of JMST stock, worth $3.13 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

61,611

Previous 53,809 14.5%

Holding current value

$3.13 Million

Previous $2.73 Million 14.77%

% of portfolio

0.39%

Previous 0.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$50.72 - $50.92 $395,717 - $397,277	7,802 Added 14.5%	61,611 $3.13 Million
Q4 2024 Jan 13, 2025	BUY	$50.67 - $50.9 $61,766 - $62,047	1,219 Added 2.32%	53,809 $2.73 Million
Q3 2024 Nov 14, 2024	SELL	$50.61 - $50.96 $1.27 Million - $1.28 Million	-25,047 Reduced 32.26%	52,590 $2.68 Million
Q2 2024 Aug 14, 2024	BUY	$50.57 - $50.75 $325,873 - $327,033	6,444 Added 9.05%	77,637 $3.94 Million
Q1 2024 May 13, 2024	SELL	$50.62 - $50.84 $241,254 - $242,303	-4,766 Reduced 6.27%	71,193 $3.61 Million
Q4 2023 Feb 09, 2024	SELL	$50.29 - $50.88 $156,502 - $158,338	-3,112 Reduced 3.94%	75,959 $3.85 Million
Q3 2023 Nov 13, 2023	SELL	$50.45 - $50.66 $7.33 Million - $7.36 Million	-145,318 Reduced 64.76%	79,071 $3.99 Million
Q2 2023 Aug 14, 2023	BUY	$50.49 - $50.76 $327,528 - $329,280	6,487 Added 2.98%	224,389 $11.4 Million
Q1 2023 May 15, 2023	SELL	$50.47 - $50.79 $2.44 Million - $2.46 Million	-48,413 Reduced 18.18%	217,902 $11.1 Million
Q4 2022 Feb 14, 2023	SELL	$50.24 - $50.61 $1.65 Million - $1.66 Million	-32,849 Reduced 10.98%	266,315 $13.5 Million
Q3 2022 Nov 14, 2022	BUY	$50.25 - $50.72 $349,740 - $353,011	6,960 Added 2.38%	299,164 $15 Million
Q2 2022 Aug 15, 2022	SELL	$50.42 - $50.72 $685,762 - $689,842	-13,601 Reduced 4.45%	292,204 $14.8 Million
Q1 2022 May 13, 2022	BUY	$50.56 - $51.05 $13 Million - $13.2 Million	257,969 Added 539.28%	305,805 $15.5 Million
Q4 2021 Feb 14, 2022	BUY	$50.99 - $51.08 $2.44 Million - $2.44 Million	47,836 New	47,836 $2.44 Million

Others Institutions Holding JMST

# of Institutions

529

Shares Held

53.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Graves Light Lenhart Wealth, Inc. Jp Morgan Ultra Short Mun Inco Transaction History