Principle Wealth Partners LLC Jp Morgan Ultra Short Mun Inco Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Principle Wealth Partners LLC holds 299,307 shares of JMST stock, worth $15.2 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

299,307

Previous 310,948 3.74%

Holding current value

$15.2 Million

Previous $15.8 Million 3.37%

% of portfolio

1.14%

Previous 1.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$50.61 - $50.96 $589,151 - $593,225	-11,641 Reduced 3.74%	299,307 $15.2 Million
Q2 2024 Aug 13, 2024	SELL	$50.57 - $50.75 $938,376 - $941,717	-18,556 Reduced 5.63%	310,948 $15.8 Million
Q1 2024 Apr 23, 2024	SELL	$50.62 - $50.84 $1.78 Million - $1.78 Million	-35,093 Reduced 9.63%	329,504 $16.7 Million
Q4 2023 Feb 05, 2024	BUY	$50.29 - $50.88 $17.8 Million - $18.1 Million	354,776 Added 3612.42%	364,597 $18.5 Million
Q3 2023 Nov 01, 2023	BUY	$50.45 - $50.66 $99,891 - $100,306	1,980 Added 25.25%	9,821 $495,000
Q2 2023 Jul 31, 2023	SELL	$50.49 - $50.76 $2,625 - $2,639	-52 Reduced 0.66%	7,841 $397,000
Q4 2022 Feb 02, 2023	SELL	$50.24 - $50.61 $319,978 - $322,335	-6,369 Reduced 44.66%	7,893 $398,000
Q3 2022 Nov 14, 2022	SELL	$50.25 - $50.72 $462,300 - $466,624	-9,200 Reduced 39.21%	14,262 $717,000
Q2 2022 Aug 02, 2022	SELL	$50.42 - $50.72 $1.96 Million - $1.97 Million	-38,938 Reduced 62.4%	23,462 $1.19 Million
Q1 2022 May 12, 2022	SELL	$50.56 - $51.05 $610,056 - $615,969	-12,066 Reduced 16.2%	62,400 $3.16 Million
Q3 2021 Nov 16, 2021	SELL	$51.03 - $51.1 $213,356 - $213,649	-4,181 Reduced 5.32%	74,466 $3.8 Million
Q2 2021 Aug 13, 2021	BUY	$51.02 - $51.09 $77,040 - $77,145	1,510 Added 1.96%	78,647 $4.02 Million
Q1 2021 May 18, 2021	BUY	$51.0 - $51.08 $36,822 - $36,879	722 Added 0.94%	77,137 $3.94 Million
Q4 2020 Feb 16, 2021	BUY	$50.98 - $51.08 $3.9 Million - $3.9 Million	76,415 New	76,415 $3.9 Million

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Principle Wealth Partners LLC Jp Morgan Ultra Short Mun Inco Transaction History