Us Advisors Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 19,598 shares of JMST stock, worth $996,950. This represents 0.32% of its overall portfolio holdings.

Number of Shares
19,598
Previous 14,228 37.74%
Holding current value
$996,950
Previous $724,000 37.15%
% of portfolio
0.32%
Previous 0.25%

Shares

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

Jan 23, 2025
BUY
$50.67 - $50.9 $272,097 - $273,333
5,370 Added 37.74%
19,598 $993,000
Q3 2024

Nov 07, 2024
BUY
$50.61 - $50.96 $40,538 - $40,818
801 Added 5.97%
14,228 $724,000
Q2 2024

Aug 06, 2024
BUY
$50.57 - $50.75 $21,795 - $21,873
431 Added 3.32%
13,427 $681,000
Q1 2024

May 02, 2024
BUY
$50.62 - $50.84 $42,217 - $42,400
834 Added 6.86%
12,996 $659,000
Q4 2023

Feb 12, 2024
SELL
$50.29 - $50.88 $39,025 - $39,482
-776 Reduced 6.0%
12,162 $617,000
Q3 2023

Nov 09, 2023
SELL
$50.45 - $50.66 $11,855 - $11,905
-235 Reduced 1.78%
12,938 $652,000
Q2 2023

Aug 01, 2023
BUY
$50.49 - $50.76 $72,402 - $72,789
1,434 Added 12.22%
13,173 $667,000
Q1 2023

Apr 13, 2023
SELL
$50.47 - $50.79 $29,272 - $29,458
-580 Reduced 4.71%
11,739 $596,000
Q4 2022

Feb 10, 2023
BUY
$50.24 - $50.61 $292,798 - $294,955
5,828 Added 89.79%
12,319 $623,000
Q3 2022

Nov 14, 2022
BUY
$50.25 - $50.72 $326,172 - $329,223
6,491 New
6,491 $326,000

Others Institutions Holding JMST

# of Institutions
468
Shares Held
42.7M
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
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