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

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 164,807 shares of JMST stock, worth $8.37 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

164,807

Previous 150,347 9.62%

Holding current value

$8.37 Million

Previous $7.63 Million 10.06%

% of portfolio

2.67%

Previous 2.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$50.61 - $50.96 $731,820 - $736,881	14,460 Added 9.62%	164,807 $8.4 Million
Q2 2024 Jul 12, 2024	BUY	$50.57 - $50.75 $282,180 - $283,185	5,580 Added 3.85%	150,347 $7.63 Million
Q1 2024 Apr 11, 2024	BUY	$50.62 - $50.84 $877,852 - $881,667	17,342 Added 13.61%	144,767 $7.35 Million
Q4 2023 Jan 19, 2024	BUY	$50.29 - $50.88 $853,823 - $863,840	16,978 Added 15.37%	127,425 $6.47 Million
Q3 2023 Oct 18, 2023	BUY	$50.45 - $50.66 $5.57 Million - $5.6 Million	110,447 New	110,447 $5.57 Million
Q4 2022 Feb 03, 2023	BUY	$50.24 - $50.61 $293,904 - $296,068	5,850 New	5,850 $295,000
Q1 2022 May 09, 2022	SELL	$50.56 - $51.05 $2.93 Million - $2.96 Million	-57,939 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$50.99 - $51.08 $2.95 Million - $2.96 Million	57,939 New	57,939 $2.96 Million

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Opal Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History