Intergy Private Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Intergy Private Wealth, LLC

  • $265 Million
  • Q4 2024

A detailed history of Intergy Private Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 16,647 shares of JMST stock, worth $846,167. This represents 0.32% of its overall portfolio holdings.

Number of Shares
16,647
Previous 20,492 18.76%
Holding current value
$846,167
Previous $1.04 Million 19.08%
% of portfolio
0.32%
Previous 0.4%

Shares

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

Jan 23, 2025
SELL
$50.67 - $50.9 $194,826 - $195,710
-3,845 Reduced 18.76%
16,647 $844,000
Q3 2024

Oct 17, 2024
BUY
$50.61 - $50.96 $3,947 - $3,974
78 Added 0.38%
20,492 $1.04 Million
Q2 2024

Jul 15, 2024
SELL
$50.57 - $50.75 $59,723 - $59,935
-1,181 Reduced 5.47%
20,414 $1.04 Million
Q1 2024

Apr 24, 2024
SELL
$50.62 - $50.84 $8,656 - $8,693
-171 Reduced 0.79%
21,595 $1.1 Million
Q4 2023

Jan 11, 2024
BUY
$50.29 - $50.88 $4,174 - $4,223
83 Added 0.38%
21,766 $1.1 Million
Q3 2023

Oct 19, 2023
BUY
$50.45 - $50.66 $17,304 - $17,376
343 Added 1.61%
21,683 $1.09 Million
Q2 2023

Aug 11, 2023
BUY
$50.49 - $50.76 $57,306 - $57,612
1,135 Added 5.62%
21,340 $1.08 Million
Q1 2023

May 03, 2023
BUY
$50.47 - $50.79 $336,584 - $338,718
6,669 Added 49.27%
20,205 $1.03 Million
Q4 2022

Jan 18, 2023
BUY
$50.24 - $50.61 $456,731 - $460,095
9,091 Added 204.52%
13,536 $0
Q3 2022

Oct 18, 2022
SELL
$50.25 - $50.72 $77,133 - $77,855
-1,535 Reduced 25.67%
4,445 $224,000
Q2 2022

Jul 13, 2022
BUY
$50.42 - $50.72 $301,511 - $303,305
5,980 New
5,980 $303,000

Others Institutions Holding JMST

# of Institutions
492
Shares Held
51.1M
Call Options Held
6.5K
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 Intergy Private Wealth, LLC Portfolio

Follow Intergy Private Wealth, 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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email