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 131,073 shares of JMST stock, worth $6.63 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
131,073
Previous 151,997 13.77%
Holding current value
$6.63 Million
Previous $7.71 Million 13.77%
% of portfolio
0.08%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$50.3 - $50.61 $8.05 Million - $8.1 Million
-160,023 Reduced 13.75%
1,004,111 $0
Q3 2022

Oct 19, 2022

SELL
$50.33 - $50.72 $7.06 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

About JP MORGAN ULTRA SHORT MUN INCO


  • 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.