Roberts Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Roberts Wealth Advisors, LLC

  • $261 Million
  • Q1 2024

A detailed history of Roberts Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Roberts Wealth Advisors, LLC holds 13,090 shares of JMST stock, worth $662,615. This represents 0.25% of its overall portfolio holdings.

Number of Shares
13,090
Previous 18,057 27.51%
Holding current value
$662,615
Previous $2.75 Million 75.85%
% of portfolio
0.25%
Previous 0.43%

Shares

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

Apr 17, 2024
SELL
$50.62 - $50.84 $251,429 - $252,522
-4,967 Reduced 27.51%
13,090 $664,000
Q4 2023

Jan 17, 2024
SELL
$50.29 - $50.88 $25,145 - $25,440
-500 Reduced 2.69%
18,057 $2.75 Million
Q3 2023

Oct 17, 2023
SELL
$50.45 - $50.66 $513,984 - $516,124
-10,188 Reduced 35.44%
18,557 $936,000
Q2 2023

Jul 12, 2023
SELL
$50.49 - $50.76 $10,098 - $10,152
-200 Reduced 0.69%
28,745 $1.46 Million
Q1 2023

Apr 11, 2023
SELL
$50.47 - $50.79 $1.21 Million - $1.21 Million
-23,894 Reduced 45.22%
28,945 $1.47 Million
Q4 2022

Jan 10, 2023
SELL
$50.3 - $50.61 $1.16 Million - $1.16 Million
-22,974 Reduced 30.3%
52,839 $0
Q3 2022

Oct 13, 2022
SELL
$50.33 - $50.72 $279,331 - $281,496
-5,550 Reduced 6.82%
75,813 $3.81 Million
Q2 2022

Jul 11, 2022
SELL
$50.42 - $50.72 $782,266 - $786,920
-15,515 Reduced 16.01%
81,363 $4.12 Million
Q1 2022

Apr 12, 2022
SELL
$50.56 - $51.05 $308,416 - $311,405
-6,100 Reduced 5.92%
96,878 $4.9 Million
Q4 2021

Jan 12, 2022
SELL
$50.99 - $51.08 $384,515 - $385,194
-7,541 Reduced 6.82%
102,978 $5.26 Million
Q3 2021

Oct 12, 2021
BUY
$51.03 - $51.1 $5.64 Million - $5.65 Million
110,519 New
110,519 $5.65 Million

Others Institutions Holding JMST

# of Institutions
413
Shares Held
35.1M
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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