Phoenix Wealth Advisors Jp Morgan Ultra Short Mun Inco Transaction History

Phoenix Wealth Advisors

  • $228 Million
  • Q1 2025

A detailed history of Phoenix Wealth Advisors transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Phoenix Wealth Advisors holds 180,633 shares of JMST stock, worth $9.17 Million. This represents 4.04% of its overall portfolio holdings.

Number of Shares
180,633
Previous 182,397 0.97%
Holding current value
$9.17 Million
Previous $9.25 Million 0.69%
% of portfolio
4.04%
Previous 4.03%

Shares

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

May 14, 2025
SELL
$50.72 - $50.92 $89,470 - $89,822
-1,764 Reduced 0.97%
180,633 $9.19 Million
Q4 2024

Jan 17, 2025
SELL
$50.67 - $50.9 $96,526 - $96,964
-1,905 Reduced 1.03%
182,397 $9.25 Million
Q3 2024

Nov 08, 2024
BUY
$50.61 - $50.96 $9.33 Million - $9.39 Million
184,302 New
184,302 $9.39 Million

Others Institutions Holding JMST

# of Institutions
529
Shares Held
53.1M
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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