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 47,341 shares of JMST stock, worth $2.4 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
47,341
Previous 21,428 120.93%
Holding current value
$2.4 Million
Previous $1.09 Million 121.8%
% of portfolio
0.74%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, 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 Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.