Lineweaver Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Lineweaver Wealth Advisors, LLC

  • $529 Million
  • Q1 2025

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 17,619 shares of JMST stock, worth $895,397. This represents 0.17% of its overall portfolio holdings.

Number of Shares
17,619
Previous 15,451 14.03%
Holding current value
$895,397
Previous $783,000 14.3%
% of portfolio
0.17%
Previous 0.16%

Shares

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

May 02, 2025
BUY
$50.72 - $50.92 $109,960 - $110,394
2,168 Added 14.03%
17,619 $895,000
Q4 2024

Feb 04, 2025
BUY
$50.67 - $50.9 $87,861 - $88,260
1,734 Added 12.64%
15,451 $783,000
Q3 2024

Oct 24, 2024
BUY
$50.61 - $50.96 $34,769 - $35,009
687 Added 5.27%
13,717 $698,000
Q2 2024

Aug 01, 2024
BUY
$50.57 - $50.75 $88,446 - $88,761
1,749 Added 15.5%
13,030 $661,000
Q1 2024

Apr 30, 2024
BUY
$50.62 - $50.84 $121,032 - $121,558
2,391 Added 26.9%
11,281 $572,000
Q4 2023

Jan 19, 2024
BUY
$50.29 - $50.88 $447,078 - $452,323
8,890 New
8,890 $451,000

Others Institutions Holding JMST

# of Institutions
506
Shares Held
48.9M
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
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More about JMST
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