Transform Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 2024

A detailed history of Transform Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Transform Wealth, LLC holds 311,868 shares of JMST stock, worth $15.8 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
311,868
Previous 191,385 62.95%
Holding current value
$15.8 Million
Previous $9.75 Million 62.21%
% of portfolio
0.9%
Previous 0.67%

Shares

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

Jan 16, 2025
BUY
$50.67 - $50.9 $6.1 Million - $6.13 Million
120,483 Added 62.95%
311,868 $15.8 Million
Q3 2024

Oct 15, 2024
BUY
$50.61 - $50.96 $5.37 Million - $5.41 Million
106,142 Added 124.52%
191,385 $9.75 Million
Q2 2024

Jul 15, 2024
SELL
$50.57 - $50.75 $2.45 Million - $2.46 Million
-48,512 Reduced 36.27%
85,243 $4.33 Million
Q1 2024

Apr 15, 2024
BUY
$50.62 - $50.84 $3.49 Million - $3.5 Million
68,870 Added 106.14%
133,755 $6.79 Million
Q4 2023

Jan 18, 2024
BUY
$50.29 - $50.88 $829,231 - $838,960
16,489 Added 34.07%
64,885 $3.29 Million
Q3 2023

Oct 10, 2023
SELL
$50.45 - $50.66 $1.92 Million - $1.93 Million
-38,036 Reduced 44.01%
48,396 $2.44 Million
Q2 2023

Jul 13, 2023
SELL
$50.49 - $50.76 $1.6 Million - $1.61 Million
-31,644 Reduced 26.8%
86,432 $4.38 Million
Q1 2023

Apr 14, 2023
BUY
$50.47 - $50.79 $4.35 Million - $4.38 Million
86,268 Added 271.21%
118,076 $6 Million
Q4 2022

Jan 12, 2023
BUY
$50.24 - $50.61 $53,254 - $53,646
1,060 Added 3.45%
31,808 $0
Q3 2022

Oct 21, 2022
SELL
$50.25 - $50.72 $573,101 - $578,461
-11,405 Reduced 27.06%
30,748 $1.55 Million
Q2 2022

Jul 15, 2022
SELL
$50.42 - $50.72 $11.6 Million - $11.6 Million
-229,618 Reduced 84.49%
42,153 $2.14 Million
Q1 2022

Apr 25, 2022
SELL
$50.56 - $51.05 $5.71 Million - $5.76 Million
-112,883 Reduced 29.35%
271,771 $13.8 Million
Q4 2021

Jan 26, 2022
BUY
$50.99 - $51.08 $819,613 - $821,059
16,074 Added 4.36%
384,654 $19.6 Million
Q3 2021

Oct 15, 2021
BUY
$51.03 - $51.1 $2.19 Million - $2.2 Million
42,997 Added 13.21%
368,580 $18.8 Million
Q2 2021

Jul 20, 2021
BUY
$51.02 - $51.09 $11.5 Million - $11.5 Million
224,476 Added 222.02%
325,583 $16.6 Million
Q1 2021

Apr 22, 2021
BUY
$51.0 - $51.08 $5.16 Million - $5.16 Million
101,107 New
101,107 $5.16 Million

Others Institutions Holding JMST

# of Institutions
466
Shares Held
42M
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
  • Industry ETFs
More about JMST
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