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

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 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 15,404 shares of JMST stock, worth $783,139. This represents 0.16% of its overall portfolio holdings.

Number of Shares
15,404
Previous 18,269 15.68%
Holding current value
$783,139
Previous $926,000 15.33%
% of portfolio
0.16%
Previous 0.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
463
Shares Held
41.3M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
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