Kingsview Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 16,914 shares of JMST stock, worth $860,415. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,914

Previous 16,207 4.36%

Holding current value

$860,415

Previous $825,000 3.88%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$50.67 - $50.9 $35,823 - $35,986	707 Added 4.36%	16,914 $857,000
Q3 2024 Nov 12, 2024	BUY	$50.61 - $50.96 $351,081 - $353,509	6,937 Added 74.83%	16,207 $825,000
Q2 2024 Aug 14, 2024	BUY	$50.57 - $50.75 $468,783 - $470,452	9,270 New	9,270 $470,000
Q4 2023 Feb 08, 2024	SELL	$50.29 - $50.88 $781,305 - $790,471	-15,536 Reduced 53.39%	13,561 $688,000
Q3 2023 Nov 07, 2023	BUY	$50.45 - $50.66 $403 - $405	8 Added 0.03%	29,097 $1.47 Million
Q2 2023 Aug 10, 2023	SELL	$50.49 - $50.76 $428,508 - $430,800	-8,487 Reduced 22.59%	29,089 $1.47 Million
Q1 2023 May 15, 2023	SELL	$50.47 - $50.79 $1.54 Million - $1.55 Million	-30,572 Reduced 44.86%	37,576 $1.91 Million
Q4 2022 Feb 13, 2023	SELL	$50.24 - $50.61 $1.43 Million - $1.44 Million	-28,380 Reduced 29.4%	68,148 $3.44 Million
Q3 2022 Nov 14, 2022	SELL	$50.25 - $50.72 $418,180 - $422,091	-8,322 Reduced 7.94%	96,528 $4.86 Million
Q2 2022 Aug 16, 2022	SELL	$50.42 - $50.72 $236,974 - $238,384	-4,700 Reduced 4.29%	104,850 $5.31 Million
Q1 2022 Feb 08, 2024	BUY	$50.56 - $51.05 $4.87 Million - $4.92 Million	96,298 Added 710.11%	109,859 $5.56 Million
Q4 2021 Feb 17, 2022	BUY	$50.99 - $51.08 $373,501 - $374,161	7,325 Added 7.17%	109,550 $5.59 Million
Q3 2021 Dec 03, 2021	BUY	$51.03 - $51.1 $1.72 Million - $1.73 Million	33,775 Added 49.34%	102,225 $5.22 Million
Q2 2021 Aug 17, 2021	BUY	$51.02 - $51.09 $1.53 Million - $1.53 Million	29,900 Added 77.56%	68,450 $3.5 Million
Q1 2021 May 24, 2021	BUY	$51.0 - $51.08 $910,911 - $912,339	17,861 Added 86.33%	38,550 $1.97 Million
Q4 2020 Feb 16, 2021	BUY	$50.98 - $51.08 $1.05 Million - $1.06 Million	20,689 New	20,689 $1.06 Million

Others Institutions Holding JMST

# of Institutions

468

Shares Held

42.7M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Account

Kingsview Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History