Hb Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Hb Wealth Management, LLC

  • $9.29 Billion
  • Q3 2024

A detailed history of Hb Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Hb Wealth Management, LLC holds 117,089 shares of JMST stock, worth $5.95 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
117,089
Previous 112,275 4.29%
Holding current value
$5.95 Million
Previous $5.7 Million 4.71%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$50.61 - $50.96 $243,636 - $245,321
4,814 Added 4.29%
117,089 $5.96 Million
Q2 2024

Jul 26, 2024
SELL
$50.57 - $50.75 $950,614 - $953,998
-18,798 Reduced 14.34%
112,275 $5.7 Million
Q1 2024

Apr 30, 2024
SELL
$50.62 - $50.84 $1.06 Million - $1.06 Million
-20,924 Reduced 13.77%
131,073 $6.65 Million
Q4 2023

Jan 16, 2024
SELL
$50.29 - $50.88 $652,009 - $659,659
-12,965 Reduced 7.86%
151,997 $7.71 Million
Q3 2023

Oct 13, 2023
SELL
$50.45 - $50.66 $1.04 Million - $1.05 Million
-20,654 Reduced 11.13%
164,962 $8.32 Million
Q2 2023

Jul 13, 2023
SELL
$50.49 - $50.76 $2.52 Million - $2.54 Million
-49,950 Reduced 21.2%
185,616 $9.4 Million
Q1 2023

Apr 13, 2023
SELL
$50.47 - $50.79 $38.8 Million - $39 Million
-768,545 Reduced 76.54%
235,566 $12 Million
Q4 2022

Jan 20, 2023
SELL
$50.24 - $50.61 $8.04 Million - $8.1 Million
-160,023 Reduced 13.75%
1,004,111 $0
Q3 2022

Oct 19, 2022
SELL
$50.25 - $50.72 $7.05 Million - $7.12 Million
-140,299 Reduced 10.76%
1,164,134 $58.6 Million
Q2 2022

Jul 15, 2022
SELL
$50.42 - $50.72 $6.85 Million - $6.89 Million
-135,844 Reduced 9.43%
1,304,433 $66.1 Million
Q1 2022

May 16, 2022
SELL
$50.56 - $51.05 $10.9 Million - $11 Million
-214,858 Reduced 12.98%
1,440,277 $72.9 Million
Q4 2021

Feb 15, 2022
BUY
$50.99 - $51.08 $84.4 Million - $84.5 Million
1,655,135 New
1,655,135 $84.5 Million

Others Institutions Holding JMST

# of Institutions
463
Shares Held
41.3M
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 Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email