Steward Partners Investment Advisory, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,786 shares of JMST stock, worth $852,896. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,786
Previous 16,786 -0.0%
Holding current value
$852,896
Previous $851,000 0.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 08, 2024
BUY
$50.57 - $50.75 $248,146 - $249,030
4,907 Added 41.31%
16,786 $851,000
Q1 2024

May 15, 2024
BUY
$50.62 - $50.84 $1,012 - $1,016
20 Added 0.17%
11,879 $602,000
Q4 2023

Feb 12, 2024
SELL
$50.29 - $50.88 $23,988 - $24,269
-477 Reduced 3.87%
11,859 $601,000
Q3 2023

Nov 13, 2023
BUY
$50.45 - $50.66 $25,225 - $25,330
500 Added 4.22%
12,336 $622,000
Q1 2023

May 15, 2023
BUY
$50.47 - $50.79 $597,362 - $601,150
11,836 New
11,836 $601,000

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

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