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

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025

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 20,967 shares of JMST stock, worth $1.07 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
20,967
Previous 21,014 0.22%
Holding current value
$1.07 Million
Previous $1.07 Million 0.09%
% of portfolio
0.44%
Previous 0.42%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$50.72 - $50.92 $2,383 - $2,393
-47 Reduced 0.22%
20,967 $1.07 Million
Q4 2024

Jan 30, 2025
BUY
$50.67 - $50.9 $3,445 - $3,461
68 Added 0.32%
21,014 $1.07 Million
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
495
Shares Held
52.5M
Call Options Held
6.5K
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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