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

Kathleen S. Wright Associates Inc.

  • $247 Million
  • Q1 2025

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 41,422 shares of JMST stock, worth $2.11 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
41,422
Previous 42,802 3.22%
Holding current value
$2.11 Million
Previous $2.17 Million 2.95%
% of portfolio
0.85%
Previous 0.9%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$50.72 - $50.92 $69,993 - $70,269
-1,380 Reduced 3.22%
41,422 $2.11 Million
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
530
Shares Held
53.2M
Call Options Held
0
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 Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates 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 Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email