Rooted Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Rooted Wealth Advisors, Inc.

  • $227 Million
  • Q2 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 20,718 shares of JMST stock, worth $1.05 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
20,718
Previous 13,903 49.02%
Holding current value
$1.05 Million
Previous $703,000 49.64%
% of portfolio
0.46%
Previous 0.35%

Shares

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

Jul 25, 2024
BUY
$50.57 - $50.75 $344,634 - $345,861
6,815 Added 49.02%
20,718 $1.05 Million
Q1 2024

Apr 17, 2024
BUY
$50.62 - $50.84 $9,516 - $9,557
188 Added 1.37%
13,903 $703,000
Q4 2023

Feb 07, 2024
BUY
$50.29 - $50.88 $689,727 - $697,819
13,715 New
13,715 $695,000

Others Institutions Holding JMST

# of Institutions
448
Shares Held
39.9M
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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