Pds Planning, Inc Jp Morgan Ultra Short Mun Inco Transaction History

Pds Planning, Inc

  • $1.11 Billion
  • Q4 2024

A detailed history of Pds Planning, Inc transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Pds Planning, Inc holds 104,056 shares of JMST stock, worth $5.29 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
104,056
Previous 107,470 3.18%
Holding current value
$5.29 Million
Previous $5.47 Million 3.62%
% of portfolio
0.47%
Previous 0.5%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$50.67 - $50.9 $172,987 - $173,772
-3,414 Reduced 3.18%
104,056 $5.28 Million
Q3 2024

Oct 29, 2024
SELL
$50.61 - $50.96 $1.24 Million - $1.24 Million
-24,403 Reduced 18.5%
107,470 $5.47 Million
Q2 2024

Aug 07, 2024
SELL
$50.57 - $50.75 $572,452 - $574,490
-11,320 Reduced 7.91%
131,873 $6.69 Million
Q1 2024

May 01, 2024
SELL
$50.62 - $50.84 $254,213 - $255,318
-5,022 Reduced 3.39%
143,193 $7.27 Million
Q4 2023

Feb 01, 2024
BUY
$50.29 - $50.88 $2.17 Million - $2.19 Million
43,132 Added 41.05%
148,215 $7.52 Million
Q3 2023

Oct 20, 2023
SELL
$50.45 - $50.66 $56,857 - $57,093
-1,127 Reduced 1.06%
105,083 $5.3 Million
Q2 2023

Jul 20, 2023
SELL
$50.49 - $50.76 $650,008 - $653,484
-12,874 Reduced 10.81%
106,210 $5.38 Million
Q1 2023

May 01, 2023
SELL
$50.47 - $50.79 $72,172 - $72,629
-1,430 Reduced 1.19%
119,084 $6.05 Million
Q4 2022

Jan 26, 2023
SELL
$50.24 - $50.61 $1.3 Million - $1.3 Million
-25,778 Reduced 17.62%
120,514 $0
Q3 2022

Nov 02, 2022
BUY
$50.25 - $50.72 $119,293 - $120,409
2,374 Added 1.65%
146,292 $7.36 Million
Q2 2022

Jul 15, 2022
BUY
$50.42 - $50.72 $3.87 Million - $3.89 Million
76,681 Added 114.05%
143,918 $7.29 Million
Q1 2022

Apr 18, 2022
BUY
$50.56 - $51.05 $3.4 Million - $3.43 Million
67,237 New
67,237 $3.41 Million

Others Institutions Holding JMST

# of Institutions
488
Shares Held
51M
Call Options Held
6.5K
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
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