Olio Financial Planning Jp Morgan Ultra Short Mun Inco Transaction History

Olio Financial Planning

$288 Million
Q1 2025

A detailed history of Olio Financial Planning transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Olio Financial Planning holds 5,630 shares of JMST stock, worth $286,116. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,630

Previous 5,743 1.97%

Holding current value

$286,116

Previous $291,000 1.72%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$50.72 - $50.92 $5,731 - $5,753	-113 Reduced 1.97%	5,630 $286,000
Q4 2024 Jan 21, 2025	SELL	$50.67 - $50.9 $16,518 - $16,593	-326 Reduced 5.37%	5,743 $291,000
Q4 2023 Jan 10, 2024	SELL	$50.29 - $50.88 $301 - $305	-6 Reduced 0.1%	6,069 $307,000
Q3 2023 Oct 19, 2023	BUY	$50.45 - $50.66 $26,183 - $26,292	519 Added 9.34%	6,075 $306,000
Q2 2023 Jul 13, 2023	SELL	$50.49 - $50.76 $60,941 - $61,267	-1,207 Reduced 17.85%	5,556 $281,000
Q1 2023 Apr 11, 2023	SELL	$50.47 - $50.79 $9,185 - $9,243	-182 Reduced 2.62%	6,763 $343,000
Q4 2022 Jan 13, 2023	BUY	$50.24 - $50.61 $129,116 - $130,067	2,570 Added 58.74%	6,945 $0
Q3 2022 Oct 18, 2022	BUY	$50.25 - $50.72 $219,843 - $221,900	4,375 New	4,375 $220,000

Others Institutions Holding JMST

# of Institutions

528

Shares Held

53M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Olio Financial Planning Jp Morgan Ultra Short Mun Inco Transaction History