Vertex Planning Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 51,008 shares of JMST stock, worth $2.6 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

51,008

Previous 48,525 5.12%

Holding current value

$2.6 Million

Previous $2.46 Billion 5.41%

% of portfolio

0.57%

Previous 0.54%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$50.72 - $50.92 $125,937 - $126,434	2,483 Added 5.12%	51,008 $2.59 Billion
Q4 2024 Feb 12, 2025	SELL	$50.67 - $50.9 $66,681 - $66,984	-1,316 Reduced 2.64%	48,525 $2.46 Billion
Q3 2024 Nov 07, 2024	SELL	$50.61 - $50.96 $84,923 - $85,510	-1,678 Reduced 3.26%	49,841 $2.54 Billion
Q2 2024 Aug 13, 2024	SELL	$50.57 - $50.75 $380,792 - $382,147	-7,530 Reduced 12.75%	51,519 $2.61 Billion
Q1 2024 May 13, 2024	BUY	$50.62 - $50.84 $96,026 - $96,443	1,897 Added 3.32%	59,049 $3 Billion
Q4 2023 Feb 14, 2024	BUY	$50.29 - $50.88 $395,832 - $400,476	7,871 Added 15.97%	57,152 $2.9 Billion
Q3 2023 Nov 14, 2023	SELL	$50.45 - $50.66 $591,879 - $594,343	-11,732 Reduced 19.23%	49,281 $2.49 Billion
Q2 2023 Aug 14, 2023	SELL	$50.49 - $50.76 $921,089 - $926,014	-18,243 Reduced 23.02%	61,013 $3.09 Billion
Q1 2023 May 16, 2023	BUY	$50.47 - $50.79 $811,355 - $816,500	16,076 Added 25.44%	79,256 $4.03 Billion
Q4 2022 Feb 06, 2023	BUY	$50.24 - $50.61 $3.17 Million - $3.2 Million	63,180 New	63,180 $3.19 Billion

Others Institutions Holding JMST

# of Institutions

538

Shares Held

54.9M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History