Sfg Wealth Management, Llc. Jp Morgan Ultra Short Mun Inco Transaction History

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 9,422 shares of JMST stock, worth $479,202. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,422
Previous 19,109 50.69%
Holding current value
$479,202
Previous $973,000 50.98%
% of portfolio
0.26%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$50.67 - $50.9 $490,840 - $493,068
-9,687 Reduced 50.69%
9,422 $477,000
Q3 2024

Oct 31, 2024
BUY
$50.61 - $50.96 $967,106 - $973,794
19,109 New
19,109 $973,000
Q1 2024

Apr 26, 2024
BUY
$50.62 - $50.84 $218,779 - $219,730
4,322 New
4,322 $219,000
Q2 2023

Jul 14, 2023
BUY
$50.49 - $50.76 $497,932 - $500,595
9,862 New
9,862 $499,000

Others Institutions Holding JMST

# of Institutions
465
Shares Held
42.5M
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
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More about JMST
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