Great Valley Advisor Group, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 475,919 shares of JMST stock, worth $24.2 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
475,919
Previous 409,581 16.2%
Holding current value
$24.2 Million
Previous $20.8 Million 16.52%
% of portfolio
0.59%
Previous 0.51%

Shares

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

May 08, 2025
BUY
$50.72 - $50.92 $3.36 Million - $3.38 Million
66,338 Added 16.2%
475,919 $24.2 Million
Q4 2024

Feb 24, 2025
BUY
$50.67 - $50.9 $1.8 Million - $1.81 Million
35,621 Added 9.53%
409,581 $20.8 Million
Q3 2024

Nov 12, 2024
BUY
$50.61 - $50.96 $4.2 Million - $4.23 Million
82,953 Added 28.51%
373,960 $19 Million
Q2 2024

Jul 16, 2024
BUY
$50.57 - $50.75 $1.22 Million - $1.23 Million
24,142 Added 9.05%
291,007 $14.8 Million
Q1 2024

May 03, 2024
BUY
$50.62 - $50.84 $867,728 - $871,499
17,142 Added 6.86%
266,865 $13.5 Million
Q4 2023

Feb 05, 2024
SELL
$50.29 - $50.88 $3.34 Million - $3.38 Million
-66,377 Reduced 21.0%
249,723 $12.7 Million
Q3 2023

Nov 06, 2023
BUY
$50.45 - $50.66 $1.06 Million - $1.06 Million
20,980 Added 7.11%
316,100 $15.9 Million
Q2 2023

Aug 10, 2023
BUY
$50.49 - $50.76 $2.5 Million - $2.51 Million
49,424 Added 20.12%
295,120 $14.9 Million
Q1 2023

May 02, 2023
BUY
$50.47 - $50.79 $10.2 Million - $10.3 Million
202,943 Added 474.69%
245,696 $12.5 Million
Q4 2022

Jan 31, 2023
BUY
$50.24 - $50.61 $658,395 - $663,244
13,105 Added 44.2%
42,753 $2.16 Million
Q3 2022

Oct 21, 2022
SELL
$50.25 - $50.72 $96,681 - $97,585
-1,924 Reduced 6.09%
29,648 $1.49 Million
Q2 2022

Jul 19, 2022
BUY
$50.42 - $50.72 $571,359 - $574,759
11,332 Added 55.99%
31,572 $1.6 Million
Q1 2022

Apr 20, 2022
BUY
$50.56 - $51.05 $225,649 - $227,836
4,463 Added 28.29%
20,240 $1.03 Million
Q3 2021

Oct 14, 2021
BUY
$51.03 - $51.1 $805,100 - $806,204
15,777 New
15,777 $806,000
Q1 2021

Apr 20, 2021
SELL
$51.0 - $51.08 $279,429 - $279,867
-5,479 Closed
0 $0
Q4 2020

Jan 29, 2021
BUY
$50.98 - $51.08 $279,319 - $279,867
5,479 New
5,479 $280,000

Others Institutions Holding JMST

# of Institutions
529
Shares Held
53.2M
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 Great Valley Advisor Group, Inc. Portfolio

Follow Great Valley Advisor Group, Inc. 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 Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email