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

Rooted Wealth Advisors, Inc.

  • $224 Million
  • Q3 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 20,946 shares of JMST stock, worth $1.06 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
20,946
Previous 20,718 1.1%
Holding current value
$1.06 Million
Previous $1.05 Million 1.14%
% of portfolio
0.47%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$50.61 - $50.96 $11,539 - $11,618
228 Added 1.1%
20,946 $1.06 Million
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
463
Shares Held
41.3M
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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