Wmg Financial Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wmg Financial Advisors, LLC

  • $178 Million
  • Q2 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,740 shares of JMST stock, worth $240,886. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,740
Previous 4,740 -0.0%
Holding current value
$240,886
Previous $240,000 -0.0%
% of portfolio
0.13%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 18, 2023
SELL
$50.47 - $50.79 $35,985 - $36,213
-713 Reduced 13.08%
4,740 $240,000
Q4 2022

Feb 10, 2023
BUY
$50.24 - $50.61 $150 - $151
3 Added 0.06%
5,453 $275,000
Q3 2022

Oct 18, 2022
BUY
$50.25 - $50.72 $100 - $101
2 Added 0.04%
5,450 $274,000
Q2 2022

Aug 08, 2022
BUY
$50.42 - $50.72 $50 - $50
1 Added 0.02%
5,448 $275,000
Q1 2022

Apr 18, 2022
BUY
$50.56 - $51.05 $15,218 - $15,366
301 Added 5.85%
5,447 $276,000
Q4 2021

Feb 14, 2022
BUY
$50.99 - $51.08 $262,394 - $262,857
5,146 New
5,146 $263,000

Others Institutions Holding JMST

# of Institutions
446
Shares Held
36.9M
Call Options Held
0
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 Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email