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

Mfa Wealth Advisors, LLC

$391 Million
Q4 2024

A detailed history of Mfa Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Mfa Wealth Advisors, LLC holds 24,635 shares of JMST stock, worth $1.25 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

24,635

Previous 52,148 52.76%

Holding current value

$1.25 Million

Previous $2.66 Million 52.97%

% of portfolio

0.32%

Previous 0.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$50.67 - $50.9 $1.39 Million - $1.4 Million	-27,513 Reduced 52.76%	24,635 $1.25 Million
Q3 2024 Oct 22, 2024	SELL	$50.61 - $50.96 $3,846 - $3,872	-76 Reduced 0.15%	52,148 $2.66 Million
Q2 2024 Jul 22, 2024	SELL	$50.57 - $50.75 $2.51 Million - $2.52 Million	-49,705 Reduced 48.76%	52,224 $2.65 Million
Q1 2024 Apr 24, 2024	BUY	$50.62 - $50.84 $64,591 - $64,871	1,276 Added 1.27%	101,929 $5.17 Million
Q4 2023 Feb 14, 2024	BUY	$50.29 - $50.88 $63,667 - $64,414	1,266 Added 1.27%	100,653 $5.11 Million
Q3 2023 Nov 13, 2023	BUY	$50.45 - $50.66 $505,357 - $507,461	10,017 Added 11.21%	99,387 $5.01 Million
Q2 2023 Aug 10, 2023	BUY	$50.49 - $50.76 $4.51 Million - $4.54 Million	89,370 New	89,370 $4.53 Million

Others Institutions Holding JMST

# of Institutions

470

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