A detailed history of Strong Box Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Strong Box Wealth, LLC holds 48,600 shares of JMST stock, worth $2.47 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
48,600
Previous 34,290 41.73%
Holding current value
$2.47 Million
Previous $1.74 Million 42.32%
% of portfolio
1.1%
Previous 0.84%

Shares

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

Nov 12, 2024

BUY
$50.61 - $50.96 $724,229 - $729,237
14,310 Added 41.73%
48,600 $2.48 Million
Q2 2024

Aug 12, 2024

BUY
$50.57 - $50.75 $166,628 - $167,221
3,295 Added 10.63%
34,290 $1.74 Million
Q1 2024

May 14, 2024

BUY
$50.62 - $50.84 $337,635 - $339,102
6,670 Added 27.42%
30,995 $1.57 Million
Q4 2023

Jan 08, 2024

BUY
$50.29 - $50.88 $98,065 - $99,216
1,950 Added 8.72%
24,325 $1.23 Million
Q3 2023

Oct 10, 2023

SELL
$50.45 - $50.66 $100,900 - $101,320
-2,000 Reduced 8.21%
22,375 $1.13 Million
Q2 2023

Jul 24, 2023

SELL
$50.49 - $50.76 $100,980 - $101,520
-2,000 Reduced 7.58%
24,375 $1.23 Million
Q1 2023

Apr 21, 2023

BUY
$50.47 - $50.79 $26,244 - $26,410
520 Added 2.01%
26,375 $1.34 Million
Q4 2022

Jan 18, 2023

BUY
$50.24 - $50.61 $43,457 - $43,777
865 Added 3.46%
25,855 $0
Q3 2022

Oct 14, 2022

BUY
$50.25 - $50.72 $719,580 - $726,310
14,320 Added 134.21%
24,990 $1.26 Million
Q2 2022

Jul 15, 2022

SELL
$50.42 - $50.72 $224,369 - $225,704
-4,450 Reduced 29.43%
10,670 $540,000
Q1 2022

Apr 14, 2022

SELL
$50.56 - $51.05 $505,600 - $510,500
-10,000 Reduced 39.81%
15,120 $766,000
Q4 2021

Jan 14, 2022

BUY
$50.99 - $51.08 $158,069 - $158,348
3,100 Added 14.08%
25,120 $1.28 Million
Q3 2021

Nov 12, 2021

BUY
$51.03 - $51.1 $548,317 - $549,069
10,745 Added 95.3%
22,020 $1.13 Million
Q2 2021

Aug 10, 2021

SELL
$51.02 - $51.09 $98,213 - $98,348
-1,925 Reduced 14.58%
11,275 $576,000
Q4 2020

Feb 02, 2021

BUY
$50.98 - $51.08 $672,936 - $674,256
13,200 New
13,200 $674,000

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track Strong Box Wealth, LLC Portfolio

Follow Strong Box Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strong Box Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strong Box Wealth, LLC with notifications on news.