Three Bridge Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Three Bridge Wealth Advisors, LLC

$268 Million
Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 69,018 shares of JMST stock, worth $3.5 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

69,018

Previous 99,117 30.37%

Holding current value

$3.5 Million

Previous $5.03 Million 30.11%

% of portfolio

1.31%

Previous 2.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$50.61 - $50.96 $1.52 Million - $1.53 Million	-30,099 Reduced 30.37%	69,018 $3.52 Million
Q2 2024 Aug 14, 2024	SELL	$50.57 - $50.75 $476,116 - $477,811	-9,415 Reduced 8.67%	99,117 $5.03 Million
Q1 2024 May 14, 2024	SELL	$50.62 - $50.84 $752,111 - $755,380	-14,858 Reduced 12.04%	108,532 $5.51 Million
Q4 2023 Feb 08, 2024	BUY	$50.29 - $50.88 $389,797 - $394,370	7,751 Added 6.7%	123,390 $6.26 Million
Q3 2023 Nov 13, 2023	SELL	$50.45 - $50.66 $1.42 Million - $1.43 Million	-28,148 Reduced 19.58%	115,639 $5.83 Million
Q2 2023 Jul 28, 2023	SELL	$50.49 - $50.76 $179,340 - $180,299	-3,552 Reduced 2.41%	143,787 $7.28 Million
Q1 2023 May 11, 2023	BUY	$50.47 - $50.79 $796,113 - $801,161	15,774 Added 11.99%	147,339 $7.48 Million
Q4 2022 Feb 14, 2023	BUY	$50.24 - $50.61 $5.28 Million - $5.32 Million	105,030 Added 395.82%	131,565 $6.65 Million
Q3 2022 Nov 10, 2022	SELL	$50.25 - $50.72 $175,875 - $177,520	-3,500 Reduced 10.75%	29,060 $1.46 Million
Q2 2022 Nov 10, 2022	BUY	$50.42 - $50.72 $1.64 Million - $1.65 Million	32,560 New	32,560 $1.65 Million
Q1 2022 Feb 14, 2023	SELL	$50.56 - $51.05 $127,664 - $128,901	-2,525 Reduced 8.69%	26,535 $1.34 Million

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Three Bridge Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History