A detailed history of James J. Burns & Company, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, James J. Burns & Company, LLC holds 19,518 shares of JMST stock, worth $989,172. This represents 0.18% of its overall portfolio holdings.

Number of Shares
19,518
Previous 54,860 64.42%
Holding current value
$989,172
Previous $2.78 Million 64.26%
% of portfolio
0.18%
Previous 0.55%

Shares

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

Oct 30, 2024

SELL
$50.61 - $50.96 $1.79 Million - $1.8 Million
-35,342 Reduced 64.42%
19,518 $995,000
Q2 2024

Jul 17, 2024

BUY
$50.57 - $50.75 $2.53 Million - $2.54 Million
50,028 Added 1035.35%
54,860 $2.78 Million
Q1 2024

Apr 23, 2024

SELL
$50.62 - $50.84 $5,062 - $5,084
-100 Reduced 2.03%
4,832 $244,000
Q4 2023

Feb 13, 2024

BUY
$50.29 - $50.88 $955 - $966
19 Added 0.39%
4,932 $250,000
Q3 2023

Nov 07, 2023

SELL
$50.45 - $50.66 $61,549 - $61,805
-1,220 Reduced 19.89%
4,913 $248,000
Q2 2023

Jul 27, 2023

SELL
$50.49 - $50.76 $48,520 - $48,780
-961 Reduced 13.55%
6,133 $311,000
Q1 2023

Apr 24, 2023

BUY
$50.47 - $50.79 $137,984 - $138,859
2,734 Added 62.71%
7,094 $360,000
Q4 2022

Feb 02, 2023

BUY
$50.24 - $50.61 $1,004 - $1,012
20 Added 0.46%
4,360 $220,000
Q3 2022

Nov 01, 2022

BUY
$50.25 - $50.72 $218,085 - $220,124
4,340 New
4,340 $218,000

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


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

Track James J. Burns & Company, LLC Portfolio

Follow James J. Burns & Company, 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 James J. Burns & Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on James J. Burns & Company, LLC with notifications on news.