Soltis Investment Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History

Soltis Investment Advisors LLC

  • $941 Million
  • Q2 2024

A detailed history of Soltis Investment Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 12,704 shares of JMST stock, worth $645,363. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,704
Previous 33,204 61.74%
Holding current value
$645,363
Previous $1.68 Million 61.76%
% of portfolio
0.07%
Previous 0.19%

Shares

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

Aug 12, 2024
SELL
$50.57 - $50.75 $1.04 Million - $1.04 Million
-20,500 Reduced 61.74%
12,704 $644,000
Q1 2024

Apr 29, 2024
SELL
$50.62 - $50.84 $110,300 - $110,780
-2,179 Reduced 6.16%
33,204 $1.68 Million
Q4 2023

Jan 26, 2024
SELL
$50.29 - $50.88 $126,077 - $127,556
-2,507 Reduced 6.62%
35,383 $1.8 Million
Q3 2023

Nov 08, 2023
SELL
$50.45 - $50.66 $92,020 - $92,403
-1,824 Reduced 4.59%
37,890 $1.91 Million
Q2 2023

Aug 08, 2023
SELL
$50.49 - $50.76 $527,822 - $530,645
-10,454 Reduced 20.84%
39,714 $2.01 Million
Q1 2023

May 03, 2023
SELL
$50.47 - $50.79 $2.64 Million - $2.65 Million
-52,261 Reduced 51.02%
50,168 $2.55 Million
Q4 2022

Feb 09, 2023
BUY
$50.24 - $50.61 $1.75 Million - $1.76 Million
34,816 Added 51.49%
102,429 $5.18 Million
Q3 2022

Nov 14, 2022
SELL
$50.25 - $50.72 $241,099 - $243,354
-4,798 Reduced 6.63%
67,613 $3.4 Million
Q2 2022

Aug 11, 2022
BUY
$50.42 - $50.72 $1.93 Million - $1.94 Million
38,308 Added 112.33%
72,411 $3.67 Million
Q1 2022

May 06, 2022
BUY
$50.56 - $51.05 $1.72 Million - $1.74 Million
34,103 New
34,103 $1.73 Million

Others Institutions Holding JMST

# of Institutions
448
Shares Held
36.8M
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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