Wealthcare Advisory Partners LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 53,138 shares of JMST stock, worth $2.7 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

53,138

Previous 48,272 10.08%

Holding current value

$2.7 Million

Previous $2.45 Million 10.49%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$50.61 - $50.96 $246,268 - $247,971	4,866 Added 10.08%	53,138 $2.71 Million
Q2 2024 Aug 09, 2024	BUY	$50.57 - $50.75 $632,984 - $635,237	12,517 Added 35.01%	48,272 $2.45 Million
Q1 2024 Apr 15, 2024	BUY	$50.62 - $50.84 $204,352 - $205,241	4,037 Added 12.73%	35,755 $1.81 Million
Q4 2023 Feb 06, 2024	BUY	$50.29 - $50.88 $231,937 - $234,658	4,612 Added 17.01%	31,718 $1.61 Million
Q3 2023 Oct 12, 2023	BUY	$50.45 - $50.66 $326,461 - $327,820	6,471 Added 31.36%	27,106 $1.37 Million
Q2 2023 Jul 17, 2023	BUY	$50.49 - $50.76 $100,677 - $101,215	1,994 Added 10.7%	20,635 $1.05 Million
Q1 2023 May 04, 2023	BUY	$50.47 - $50.79 $109,620 - $110,315	2,172 Added 13.19%	18,641 $946,000
Q4 2022 Feb 13, 2023	BUY	$50.24 - $50.61 $827,402 - $833,496	16,469 New	16,469 $832,000

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Account

Wealthcare Advisory Partners LLC Jp Morgan Ultra Short Mun Inco Transaction History