U.S. Capital Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

U.S. Capital Wealth Advisors, LLC

$2.46 Billion
Q2 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 10,284 shares of JMST stock, worth $522,632. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,284

Previous 10,538 2.41%

Holding current value

$522,632

Previous $534,000 2.43%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$50.57 - $50.75 $12,844 - $12,890	-254 Reduced 2.41%	10,284 $521,000
Q1 2024 May 10, 2024	SELL	$50.62 - $50.84 $48,898 - $49,111	-966 Reduced 8.4%	10,538 $534,000
Q4 2023 Feb 06, 2024	BUY	$50.29 - $50.88 $35,203 - $35,616	700 Added 6.48%	11,504 $583,000
Q3 2023 Oct 19, 2023	BUY	$50.45 - $50.66 $99,840 - $100,256	1,979 Added 22.42%	10,804 $545,000
Q4 2022 Feb 03, 2023	SELL	$50.24 - $50.61 $19,895 - $20,041	-396 Reduced 4.29%	8,825 $445,000
Q2 2022 Aug 12, 2022	SELL	$50.42 - $50.72 $49,613 - $49,908	-984 Reduced 9.64%	9,221 $467,000
Q1 2022 May 12, 2022	BUY	$50.56 - $51.05 $247,541 - $249,940	4,896 Added 92.22%	10,205 $517,000
Q4 2021 Jan 21, 2022	BUY	$50.99 - $51.08 $270,705 - $271,183	5,309 New	5,309 $271,000

Others Institutions Holding JMST

# of Institutions

446

Shares Held

36.9M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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U.S. Capital Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History