Resources Investment Advisors, Llc. Jp Morgan Ultra Short Mun Inco Transaction History

Resources Investment Advisors, Llc.

$8.01 Billion
Q1 2025

A detailed history of Resources Investment Advisors, Llc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 26,386 shares of JMST stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,386

Previous 19,242 37.13%

Holding current value

$1.34 Million

Previous $975,000 37.54%

% of portfolio

0.02%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$50.72 - $50.92 $362,343 - $363,772	7,144 Added 37.13%	26,386 $1.34 Million
Q4 2024 Feb 13, 2025	BUY	$50.67 - $50.9 $560,562 - $563,106	11,063 Added 135.26%	19,242 $975,000
Q3 2024 Nov 06, 2024	SELL	$50.61 - $50.96 $50,103 - $50,450	-990 Reduced 10.8%	8,179 $416,000
Q2 2024 Aug 02, 2024	BUY	$50.57 - $50.75 $40,152 - $40,295	794 Added 9.48%	9,169 $465,000
Q1 2024 May 10, 2024	SELL	$50.62 - $50.84 $1,974 - $1,982	-39 Reduced 0.46%	8,375 $424,000
Q4 2023 Feb 13, 2024	SELL	$50.29 - $50.88 $230,981 - $233,691	-4,593 Reduced 35.31%	8,414 $426,000
Q3 2023 Nov 14, 2023	SELL	$50.45 - $50.66 $54,788 - $55,016	-1,086 Reduced 7.71%	13,007 $656,000
Q2 2023 Aug 07, 2023	SELL	$50.49 - $50.76 $2,019 - $2,030	-40 Reduced 0.28%	14,093 $713,000
Q1 2023 May 10, 2023	SELL	$50.47 - $50.79 $57,990 - $58,357	-1,149 Reduced 7.52%	14,133 $717,000
Q4 2022 Feb 02, 2023	SELL	$50.24 - $50.61 $269,185 - $271,168	-5,358 Reduced 25.96%	15,282 $772,000
Q3 2022 Nov 08, 2022	SELL	$50.25 - $50.72 $103,866 - $104,838	-2,067 Reduced 9.1%	20,640 $1.04 Million
Q2 2022 Aug 08, 2022	SELL	$50.42 - $50.72 $25,058 - $25,207	-497 Reduced 2.14%	22,707 $1.15 Million
Q1 2022 May 05, 2022	SELL	$50.56 - $51.05 $30,234 - $30,527	-598 Reduced 2.51%	23,204 $1.18 Million
Q4 2021 Feb 23, 2022	SELL	$50.99 - $51.08 $56,955 - $57,056	-1,117 Reduced 4.48%	23,802 $1.22 Million
Q3 2021 Nov 05, 2021	SELL	$51.03 - $51.1 $151,508 - $151,715	-2,969 Reduced 10.65%	24,919 $1.27 Million
Q2 2021 Aug 09, 2021	SELL	$51.02 - $51.09 $409,843 - $410,405	-8,033 Reduced 22.36%	27,888 $1.42 Million
Q1 2021 May 10, 2021	SELL	$51.0 - $51.08 $597,159 - $598,095	-11,709 Reduced 24.58%	35,921 $1.83 Million
Q4 2020 Feb 08, 2021	BUY	$50.98 - $51.08 $1.74 Million - $1.75 Million	34,204 Added 254.76%	47,630 $2.43 Million
Q3 2020 Oct 09, 2020	SELL	$50.93 - $51.06 $553,660 - $555,073	-10,871 Reduced 44.74%	13,426 $684,000
Q2 2020 Aug 14, 2020	BUY	$50.01 - $50.99 $152,980 - $155,978	3,059 Added 14.4%	24,297 $1.24 Million
Q1 2020 May 14, 2020	BUY	$49.43 - $50.65 $1.05 Million - $1.08 Million	21,238 New	21,238 $1.07 Million

Others Institutions Holding JMST

# of Institutions

530

Shares Held

53.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Resources Investment Advisors, Llc. Jp Morgan Ultra Short Mun Inco Transaction History