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 6,069 shares of JMST stock, worth $308,669. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,069
Previous 6,069 -0.0%
Holding current value
$308,669
Previous $307,000 -0.0%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$50.3 - $50.61 $129,270 - $130,067
2,570 Added 58.74%
6,945 $0
Q3 2022

Oct 18, 2022

BUY
$50.33 - $50.72 $220,193 - $221,900
4,375 New
4,375 $220,000

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


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  • Sector ETFs
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