Valmark Advisers, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Valmark Advisers, Inc. holds 19,441 shares of JMST stock, worth $989,546. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,441
Previous 9,862 97.13%
Holding current value
$989,546
Previous $502,000 96.22%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$50.67 - $50.9 $485,367 - $487,571
9,579 Added 97.13%
19,441 $985,000
Q3 2024

Oct 25, 2024
SELL
$50.61 - $50.96 $2,176 - $2,191
-43 Reduced 0.43%
9,862 $502,000
Q2 2024

Jul 31, 2024
BUY
$50.57 - $50.75 $500,895 - $502,678
9,905 New
9,905 $502,000
Q3 2023

Nov 07, 2023
SELL
$50.45 - $50.66 $46,414 - $46,607
-920 Reduced 14.37%
5,480 $276,000
Q1 2023

May 01, 2023
SELL
$50.47 - $50.79 $47,795 - $48,098
-947 Reduced 12.89%
6,400 $325,000
Q4 2022

Feb 06, 2023
SELL
$50.24 - $50.61 $606,145 - $610,609
-12,065 Reduced 62.15%
7,347 $371,000
Q3 2022

Nov 02, 2022
BUY
$50.25 - $50.72 $50 - $50
1 Added 0.01%
19,412 $976,000
Q2 2022

Aug 01, 2022
SELL
$50.42 - $50.72 $1.8 Million - $1.81 Million
-35,753 Reduced 64.81%
19,411 $983,000
Q1 2022

May 10, 2022
BUY
$50.56 - $51.05 $301,792 - $304,717
5,969 Added 12.13%
55,164 $2.79 Million
Q4 2021

Feb 02, 2022
BUY
$50.99 - $51.08 $1.4 Million - $1.41 Million
27,535 Added 127.12%
49,195 $2.51 Million
Q3 2021

Nov 09, 2021
BUY
$51.03 - $51.1 $901,189 - $902,426
17,660 Added 441.5%
21,660 $1.11 Million
Q1 2021

May 04, 2021
BUY
$51.0 - $51.08 $204,000 - $204,320
4,000 New
4,000 $204,000

Others Institutions Holding JMST

# of Institutions
470
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
  • Industry ETFs
More about JMST
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email