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

Peterson Wealth Advisors, LLC

  • $527 Million
  • Q2 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 28,016 shares of JMST stock, worth $1.42 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
28,016
Previous 11,519 143.22%
Holding current value
$1.42 Million
Previous $585,000 143.76%
% of portfolio
0.27%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$50.52 - $50.92 $833,428 - $840,027
16,497 Added 143.22%
28,016 $1.43 Million
Q1 2025

Apr 30, 2025
BUY
$50.72 - $50.92 $30,279 - $30,399
597 Added 5.47%
11,519 $585,000
Q4 2024

Jan 17, 2025
SELL
$50.67 - $50.9 $102,708 - $103,174
-2,027 Reduced 15.65%
10,922 $553,000
Q3 2024

Oct 24, 2024
BUY
$50.61 - $50.96 $246,420 - $248,124
4,869 Added 60.26%
12,949 $659,000
Q2 2024

Jul 18, 2024
BUY
$50.57 - $50.75 $408,605 - $410,060
8,080 New
8,080 $409,000

Others Institutions Holding JMST

# of Institutions
530
Shares Held
53.3M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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