Klingman & Associates, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Klingman & Associates, LLC holds 20,201 shares of JMST stock, worth $1.03 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,201
Previous 34,723 41.82%
Holding current value
$1.03 Million
Previous $1.77 Million 42.08%
% of portfolio
0.06%
Previous 0.11%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$50.67 - $50.9 $735,829 - $739,169
-14,522 Reduced 41.82%
20,201 $1.02 Million
Q3 2024

Nov 01, 2024
SELL
$50.61 - $50.96 $171,770 - $172,958
-3,394 Reduced 8.9%
34,723 $1.77 Million
Q2 2024

Jul 30, 2024
SELL
$50.57 - $50.75 $575,436 - $577,484
-11,379 Reduced 22.99%
38,117 $1.93 Million
Q1 2024

May 01, 2024
SELL
$50.62 - $50.84 $1.38 Million - $1.38 Million
-27,208 Reduced 35.47%
49,496 $2.51 Million
Q4 2023

Jan 29, 2024
SELL
$50.29 - $50.88 $1.4 Million - $1.42 Million
-27,883 Reduced 26.66%
76,704 $3.89 Million
Q3 2023

Oct 30, 2023
SELL
$50.45 - $50.66 $5.3 Million - $5.32 Million
-105,018 Reduced 50.1%
104,587 $5.28 Million
Q2 2023

Jul 31, 2023
SELL
$50.49 - $50.76 $3.94 Million - $3.96 Million
-78,008 Reduced 27.12%
209,605 $10.6 Million
Q1 2023

May 03, 2023
SELL
$50.47 - $50.79 $20.4 Million - $20.5 Million
-403,755 Reduced 58.4%
287,613 $14.6 Million
Q4 2022

Feb 03, 2023
BUY
$50.24 - $50.61 $5.36 Million - $5.4 Million
106,695 Added 18.25%
691,368 $34.9 Million
Q3 2022

Oct 28, 2022
BUY
$50.25 - $50.72 $4.76 Million - $4.81 Million
94,825 Added 19.36%
584,673 $29.4 Million
Q2 2022

Jul 27, 2022
SELL
$50.42 - $50.72 $2.17 Million - $2.18 Million
-43,030 Reduced 8.08%
489,848 $24.8 Million
Q1 2022

May 06, 2022
SELL
$50.56 - $51.05 $492,656 - $497,431
-9,744 Reduced 1.8%
532,878 $27 Million
Q4 2021

Jan 31, 2022
BUY
$50.99 - $51.08 $2.93 Million - $2.94 Million
57,535 Added 11.86%
542,622 $27.7 Million
Q3 2021

Nov 01, 2021
BUY
$51.03 - $51.1 $6.25 Million - $6.26 Million
122,435 Added 33.76%
485,087 $24.8 Million
Q2 2021

Jul 27, 2021
BUY
$51.02 - $51.09 $3.36 Million - $3.37 Million
65,925 Added 22.22%
362,652 $18.5 Million
Q1 2021

Apr 29, 2021
BUY
$51.0 - $51.08 $2.44 Million - $2.44 Million
47,762 Added 19.18%
296,727 $15.1 Million
Q4 2020

Feb 09, 2021
BUY
$50.98 - $51.08 $7.64 Million - $7.66 Million
149,940 Added 151.42%
248,965 $12.7 Million
Q3 2020

Nov 03, 2020
BUY
$50.93 - $51.06 $4.19 Million - $4.2 Million
82,300 Added 492.08%
99,025 $5.05 Million
Q2 2020

Aug 04, 2020
BUY
$50.01 - $50.99 $836,417 - $852,807
16,725 New
16,725 $853,000
Q3 2019

Oct 22, 2019
SELL
$50.42 - $50.59 $781,510 - $784,145
-15,500 Closed
0 $0
Q2 2019

Sep 27, 2019
BUY
$50.32 - $50.5 $779,960 - $782,750
15,500 New
15,500 $782,000

Others Institutions Holding JMST

# of Institutions
491
Shares Held
51M
Call Options Held
6.5K
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 Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, 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 Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email