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

Pds Planning, Inc

$1.32 Billion
Q2 2025

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 109,326 shares of JMST stock, worth $5.57 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

109,326

Previous 110,976 1.49%

Holding current value

$5.57 Million

Previous $5.64 Million 1.36%

% of portfolio

0.42%

Previous 0.48%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$50.52 - $50.92 $83,358 - $84,018	-1,650 Reduced 1.49%	109,326 $5.57 Million
Q1 2025 Apr 23, 2025	BUY	$50.72 - $50.92 $350,982 - $352,366	6,920 Added 6.65%	110,976 $5.64 Million
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

537

Shares Held

54.8M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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