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

Wealth Alliance Advisory Group, LLC

$439 Million
Q4 2024

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 86,183 shares of JMST stock, worth $4.38 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

86,183

Previous 85,070 1.31%

Holding current value

$4.38 Million

Previous $4.33 Million 0.85%

% of portfolio

1.0%

Previous 0.98%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

466

Shares Held

42M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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