Wealth Alliance Advisory Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wealth Alliance Advisory Group, LLC

  • $416 Million
  • Q1 2025

A detailed history of Wealth Alliance Advisory Group, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 99,855 shares of JMST stock, worth $5.07 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
99,855
Previous 86,183 15.86%
Holding current value
$5.07 Million
Previous $4.37 Million 16.11%
% of portfolio
1.22%
Previous 1.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$50.72 - $50.92 $693,443 - $696,178
13,672 Added 15.86%
99,855 $5.07 Million
Q4 2024

Jan 15, 2025
BUY
$50.67 - $50.9 $56,395 - $56,651
1,113 Added 1.31%
86,183 $4.37 Million
Q3 2024

Oct 18, 2024
SELL
$50.61 - $50.96 $39,931 - $40,207
-789 Reduced 0.92%
85,070 $4.33 Million
Q2 2024

Jul 30, 2024
BUY
$50.57 - $50.75 $150,648 - $151,184
2,979 Added 3.59%
85,859 $4.36 Million
Q1 2024

Apr 15, 2024
BUY
$50.62 - $50.84 $403,896 - $405,652
7,979 Added 10.65%
82,880 $4.21 Million
Q4 2023

Jan 10, 2024
SELL
$50.29 - $50.88 $23,535 - $23,811
-468 Reduced 0.62%
74,901 $3.8 Million
Q3 2023

Oct 10, 2023
SELL
$50.45 - $50.66 $1,261 - $1,266
-25 Reduced 0.03%
75,369 $3.8 Million
Q2 2023

Jul 13, 2023
SELL
$50.49 - $50.76 $22,720 - $22,842
-450 Reduced 0.59%
75,394 $3.82 Million
Q1 2023

May 02, 2023
SELL
$50.47 - $50.79 $46,079 - $46,371
-913 Reduced 1.19%
75,844 $3.85 Million
Q4 2022

Jan 17, 2023
BUY
$50.24 - $50.61 $424,176 - $427,300
8,443 Added 12.36%
76,757 $0
Q3 2022

Oct 12, 2022
BUY
$50.25 - $50.72 $3.43 Million - $3.46 Million
68,314 New
68,314 $3.44 Million

Others Institutions Holding JMST

# of Institutions
495
Shares Held
52.5M
Call Options Held
6.5K
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 Wealth Alliance Advisory Group, LLC Portfolio

Follow Wealth Alliance Advisory Group, LLC 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 Wealth Alliance Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email