A detailed history of Rfg Advisory, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Rfg Advisory, LLC holds 11,789 shares of JMST stock, worth $597,348. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,789
Previous 10,146 16.19%
Holding current value
$597,348
Previous $514,000 16.34%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$50.62 - $50.84 $83,168 - $83,530
1,643 Added 16.19%
11,789 $598,000
Q4 2023

Jan 25, 2024

BUY
$50.29 - $50.88 $132,715 - $134,272
2,639 Added 35.15%
10,146 $514,000
Q3 2023

Oct 16, 2023

BUY
$50.45 - $50.66 $378,728 - $380,304
7,507 New
7,507 $378,000

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track Rfg Advisory, LLC Portfolio

Follow Rfg Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfg Advisory, LLC with notifications on news.