Iag Wealth Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Iag Wealth Partners, LLC

$544 Million
Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 14,898 shares of JMST stock, worth $757,414. This represents 0.14% of its overall portfolio holdings.

Number of Shares

14,898

Previous 18,802 20.76%

Holding current value

$757,414

Previous $957,000 21.11%

% of portfolio

0.14%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$50.67 - $50.9 $197,815 - $198,713	-3,904 Reduced 20.76%	14,898 $755,000
Q3 2024 Oct 29, 2024	BUY	$50.61 - $50.96 $471,583 - $474,845	9,318 Added 98.25%	18,802 $957,000
Q2 2024 Jul 16, 2024	BUY	$50.57 - $50.75 $189,586 - $190,261	3,749 Added 65.37%	9,484 $481,000
Q1 2024 Apr 24, 2024	SELL	$50.62 - $50.84 $1.53 Million - $1.54 Million	-30,247 Reduced 84.06%	5,735 $290,000
Q4 2023 Feb 02, 2024	BUY	$50.29 - $50.88 $244,509 - $247,378	4,862 Added 15.62%	35,982 $1.83 Million
Q3 2023 Oct 24, 2023	SELL	$50.45 - $50.66 $1.98 Million - $1.99 Million	-39,258 Reduced 55.78%	31,120 $1.57 Million
Q2 2023 Aug 10, 2023	BUY	$50.49 - $50.76 $3.55 Million - $3.57 Million	70,378 New	70,378 $3.56 Million

Others Institutions Holding JMST

# of Institutions

492

Shares Held

51.1M

Call Options Held

6.5K

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Iag Wealth Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History