Perennial Investment Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 28,796 shares of JMST stock, worth $1.47 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
28,796
Previous 29,488 2.35%
Holding current value
$1.47 Million
Previous $1.5 Million 2.07%
% of portfolio
0.17%
Previous 0.18%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$50.72 - $50.92 $35,098 - $35,236
-692 Reduced 2.35%
28,796 $1.46 Million
Q4 2024

Feb 12, 2025
BUY
$50.67 - $50.9 $143,142 - $143,792
2,825 Added 10.6%
29,488 $1.5 Million
Q3 2024

Nov 14, 2024
BUY
$50.61 - $50.96 $30,315 - $30,525
599 Added 2.3%
26,663 $1.36 Million
Q2 2024

Aug 09, 2024
BUY
$50.57 - $50.75 $163,846 - $164,430
3,240 Added 14.2%
26,064 $1.32 Million
Q1 2024

May 14, 2024
BUY
$50.62 - $50.84 $41,710 - $41,892
824 Added 3.75%
22,824 $1.16 Million
Q4 2023

Feb 14, 2024
BUY
$50.29 - $50.88 $476,799 - $482,393
9,481 Added 75.73%
22,000 $1.12 Million
Q3 2023

Nov 14, 2023
BUY
$50.45 - $50.66 $34,709 - $34,854
688 Added 5.82%
12,519 $631,000
Q2 2023

Aug 14, 2023
BUY
$50.49 - $50.76 $597,347 - $600,541
11,831 New
11,831 $599,000
Q1 2022

May 09, 2022
SELL
$50.56 - $51.05 $221,705 - $223,854
-4,385 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
$50.99 - $51.08 $51,856 - $51,948
-1,017 Reduced 18.83%
4,385 $225,000
Q3 2021

Nov 12, 2021
BUY
$51.03 - $51.1 $275,664 - $276,042
5,402 New
5,402 $277,000
Q2 2021

Jul 29, 2021
SELL
$51.02 - $51.09 $333,415 - $333,873
-6,535 Closed
0 $0
Q1 2021

Apr 29, 2021
SELL
$51.0 - $51.08 $212,772 - $213,105
-4,172 Reduced 38.97%
6,535 $334,000
Q4 2020

Jan 22, 2021
SELL
$50.98 - $51.08 $322,244 - $322,876
-6,321 Reduced 37.12%
10,707 $547,000
Q3 2020

Oct 26, 2020
SELL
$50.93 - $51.06 $192,107 - $192,598
-3,772 Reduced 18.13%
17,028 $868,000
Q2 2020

Jul 16, 2020
BUY
$50.01 - $50.99 $695,689 - $709,321
13,911 Added 201.93%
20,800 $1.06 Million
Q1 2020

Apr 29, 2020
SELL
$49.43 - $50.65 $15,570 - $15,954
-315 Reduced 4.37%
6,889 $348,000
Q4 2019

Feb 07, 2020
BUY
$50.42 - $50.53 $363,225 - $364,018
7,204 New
7,204 $364,000

Others Institutions Holding JMST

# of Institutions
538
Shares Held
54.9M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
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