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

Roberts Wealth Advisors, LLC

  • $293 Million
  • Q3 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 9,150 shares of JMST stock, worth $465,643. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,150
Previous 9,150 -0.0%
Holding current value
$465,643
Previous $464,000 0.43%
% of portfolio
0.16%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$50.57 - $50.75 $199,245 - $199,955
-3,940 Reduced 30.1%
9,150 $464,000
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
$50.24 - $50.61 $1.15 Million - $1.16 Million
-22,974 Reduced 30.3%
52,839 $0
Q3 2022

Oct 13, 2022
SELL
$50.25 - $50.72 $278,887 - $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
463
Shares Held
41.4M
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
Track This Portfolio

Track Roberts Wealth Advisors, LLC Portfolio

Follow Roberts Wealth Advisors, 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 Roberts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roberts Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email