Kathleen S. Wright Associates Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Kathleen S. Wright Associates Inc.

$242 Million
Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 42,802 shares of JMST stock, worth $2.18 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

42,802

Previous 44,447 3.7%

Holding current value

$2.18 Million

Previous $2.26 Million 4.15%

% of portfolio

0.9%

Previous 0.92%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$50.67 - $50.9 $83,352 - $83,730	-1,645 Reduced 3.7%	42,802 $2.17 Million
Q3 2024 Oct 11, 2024	BUY	$50.61 - $50.96 $151 - $152	3 Added 0.01%	44,447 $2.26 Million
Q2 2024 Jul 17, 2024	BUY	$50.57 - $50.75 $389,439 - $390,825	7,701 Added 20.96%	44,444 $2.26 Million
Q1 2024 Apr 17, 2024	BUY	$50.62 - $50.84 $34,522 - $34,672	682 Added 1.89%	36,743 $1.86 Million
Q4 2023 Jan 31, 2024	SELL	$50.29 - $50.88 $69,199 - $70,010	-1,376 Reduced 3.68%	36,061 $1.83 Million
Q3 2023 Oct 20, 2023	BUY	$50.45 - $50.66 $266,678 - $267,788	5,286 Added 16.44%	37,437 $1.89 Million
Q2 2023 Jul 20, 2023	SELL	$50.49 - $50.76 $355,904 - $357,807	-7,049 Reduced 17.98%	32,151 $1.63 Million
Q1 2023 Apr 21, 2023	SELL	$50.47 - $50.79 $509,948 - $513,182	-10,104 Reduced 20.49%	39,200 $1.99 Million
Q4 2022 Feb 01, 2023	BUY	$50.24 - $50.61 $441,157 - $444,406	8,781 Added 21.67%	49,304 $2.49 Million
Q3 2022 Oct 18, 2022	BUY	$50.25 - $50.72 $271,701 - $274,243	5,407 Added 15.4%	40,523 $2.04 Million
Q2 2022 Jul 15, 2022	BUY	$50.42 - $50.72 $31,109 - $31,294	617 Added 1.79%	35,116 $1.78 Million
Q1 2022 Apr 29, 2022	BUY	$50.56 - $51.05 $76,648 - $77,391	1,516 Added 4.6%	34,499 $1.75 Million
Q4 2021 Feb 02, 2022	BUY	$50.99 - $51.08 $1.68 Million - $1.68 Million	32,983 New	32,983 $1.68 Million

Others Institutions Holding JMST

# of Institutions

468

Shares Held

42.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Kathleen S. Wright Associates Inc. Jp Morgan Ultra Short Mun Inco Transaction History