Walkner Condon Financial Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 14,360 shares of JMST stock, worth $730,493. This represents 0.15% of its overall portfolio holdings.

Number of Shares

14,360

Previous 15,404 6.78%

Holding current value

$730,493

Previous $784,000 7.14%

% of portfolio

0.15%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$50.67 - $50.9 $52,899 - $53,139	-1,044 Reduced 6.78%	14,360 $728,000
Q3 2024 Oct 31, 2024	SELL	$50.61 - $50.96 $144,997 - $146,000	-2,865 Reduced 15.68%	15,404 $784,000
Q2 2024 Jul 26, 2024	BUY	$50.57 - $50.75 $99,825 - $100,180	1,974 Added 12.11%	18,269 $926,000
Q1 2024 Apr 22, 2024	SELL	$50.62 - $50.84 $146,646 - $147,283	-2,897 Reduced 15.09%	16,295 $826,000
Q4 2023 Jan 23, 2024	SELL	$50.29 - $50.88 $1.48 Million - $1.5 Million	-29,437 Reduced 60.53%	19,192 $973,000
Q3 2023 Oct 19, 2023	BUY	$50.45 - $50.66 $559,692 - $562,022	11,094 Added 29.56%	48,629 $2.45 Million
Q2 2023 Jul 21, 2023	BUY	$50.49 - $50.76 $54,781 - $55,074	1,085 Added 2.98%	37,535 $1.9 Million
Q1 2023 Apr 20, 2023	BUY	$50.47 - $50.79 $277,786 - $279,548	5,504 Added 17.79%	36,450 $1.85 Million
Q4 2022 Jan 25, 2023	BUY	$50.24 - $50.61 $1.55 Million - $1.57 Million	30,946 New	30,946 $0

Others Institutions Holding JMST

# of Institutions

468

Shares Held

42.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Walkner Condon Financial Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History