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

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Modern Wealth Management, LLC holds 73,090 shares of JMST stock, worth $3.7 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
73,090
Previous 75,028 2.58%
Holding current value
$3.7 Million
Previous $3.8 Billion 2.44%
% of portfolio
0.27%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
SELL
$50.57 - $50.75 $98,004 - $98,353
-1,938 Reduced 2.58%
73,090 $3.71 Billion
Q1 2024

May 13, 2024
SELL
$50.62 - $50.84 $290,761 - $292,024
-5,744 Reduced 7.11%
75,028 $3.8 Billion
Q4 2023

Feb 14, 2024
BUY
$50.29 - $50.88 $4.06 Million - $4.11 Million
80,772 New
80,772 $4.1 Billion

Others Institutions Holding JMST

# of Institutions
448
Shares Held
39.9M
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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email