A detailed history of J.W. Cole Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 4,777 shares of JMST stock, worth $242,050. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,777
Previous 4,771 0.13%
Holding current value
$242,050
Previous $242,000 0.41%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$50.61 - $50.96 $303 - $305
6 Added 0.13%
4,777 $243,000
Q2 2024

Aug 08, 2024

SELL
$50.57 - $50.75 $47,485 - $47,654
-939 Reduced 16.44%
4,771 $242,000
Q1 2024

Apr 30, 2024

SELL
$50.62 - $50.84 $14,021 - $14,082
-277 Reduced 4.63%
5,710 $289,000
Q4 2023

Jan 31, 2024

BUY
$50.29 - $50.88 $41,438 - $41,925
824 Added 15.96%
5,987 $303,000
Q3 2023

Oct 24, 2023

SELL
$50.45 - $50.66 $12,864 - $12,918
-255 Reduced 4.71%
5,163 $260,000
Q2 2023

Jul 27, 2023

BUY
$50.49 - $50.76 $3,887 - $3,908
77 Added 1.44%
5,418 $274,000
Q1 2023

May 03, 2023

SELL
$50.47 - $50.79 $136,369 - $137,234
-2,702 Reduced 33.59%
5,341 $271,000
Q4 2022

Feb 14, 2023

SELL
$50.24 - $50.61 $113,291 - $114,125
-2,255 Reduced 21.9%
8,043 $406,000
Q3 2022

Oct 31, 2022

SELL
$50.25 - $50.72 $1 Million - $1.01 Million
-19,982 Reduced 65.99%
10,298 $518,000
Q2 2022

Jul 27, 2022

BUY
$50.42 - $50.72 $295,360 - $297,117
5,858 Added 23.99%
30,280 $1.53 Million
Q1 2022

Jun 10, 2022

SELL
$50.56 - $51.05 $60.1 Million - $60.6 Million
-1,187,736 Reduced 97.99%
24,422 $1.24 Million
Q1 2022

May 16, 2022

BUY
$50.56 - $51.05 $60.1 Million - $60.6 Million
1,187,752 Added 4866.64%
1,212,158 $49,000
Q4 2021

Jan 25, 2022

SELL
$50.99 - $51.08 $12.3 Million - $12.3 Million
-241,255 Reduced 90.81%
24,406 $1.25 Million
Q3 2021

Oct 26, 2021

BUY
$51.03 - $51.1 $10.9 Million - $10.9 Million
212,658 Added 401.22%
265,661 $13.7 Million
Q2 2021

Aug 06, 2021

BUY
$51.02 - $51.09 $2.7 Million - $2.71 Million
53,003 New
53,003 $2.71 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 J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. 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 J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.