Philip James Wealth Mangement, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Philip James Wealth Mangement, LLC

  • $822 Billion
  • Q1 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 33,540 shares of JMST stock, worth $1.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
33,540
Previous 30,224 10.97%
Holding current value
$1.7 Million
Previous $1.53 Billion 11.28%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Apr 24, 2025
BUY
$50.72 - $50.92 $168,187 - $168,850
3,316 Added 10.97%
33,540 $1.71 Billion
Q4 2024

Jan 31, 2025
BUY
$50.67 - $50.9 $155,252 - $155,957
3,064 Added 11.28%
30,224 $1.53 Billion
Q3 2024

Oct 31, 2024
BUY
$50.61 - $50.96 $1.02 Million - $1.02 Million
20,056 Added 282.32%
27,160 $1.38 Billion
Q2 2024

Jul 23, 2024
BUY
$50.57 - $50.75 $359,249 - $360,528
7,104 New
7,104 $360 Million

Others Institutions Holding JMST

# of Institutions
505
Shares Held
54.2M
Call Options Held
6.5K
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
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