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

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

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 25,582 shares of JMST stock, worth $1.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,582

Previous 19,441 31.59%

Holding current value

$1.3 Million

Previous $985,000 31.98%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$50.72 - $50.92 $311,471 - $312,699	6,141 Added 31.59%	25,582 $1.3 Million
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

530

Shares Held

53.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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