Helen Stephens Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Helen Stephens Group, LLC

  • $337 Million
  • Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Helen Stephens Group, LLC holds 53,870 shares of JMST stock, worth $2.74 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
53,870
Previous 47,341 13.79%
Holding current value
$2.74 Million
Previous $2.41 Million 13.27%
% of portfolio
0.81%
Previous 0.74%

Shares

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

Jan 15, 2025
BUY
$50.67 - $50.9 $330,824 - $332,326
6,529 Added 13.79%
53,870 $2.73 Million
Q3 2024

Oct 08, 2024
BUY
$50.61 - $50.96 $1.31 Million - $1.32 Million
25,913 Added 120.93%
47,341 $2.41 Million
Q2 2024

Jul 10, 2024
BUY
$50.57 - $50.75 $560,467 - $562,462
11,083 Added 107.13%
21,428 $1.09 Million
Q1 2024

Apr 17, 2024
BUY
$50.62 - $50.84 $217,716 - $218,662
4,301 Added 71.16%
10,345 $524,000
Q4 2023

Jan 16, 2024
BUY
$50.29 - $50.88 $303,952 - $307,518
6,044 New
6,044 $306,000

Others Institutions Holding JMST

# of Institutions
466
Shares Held
42.6M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

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