Wr Wealth Planners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,107 shares of JMST stock, worth $56,091. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,107
Previous 2,041 45.76%
Holding current value
$56,091
Previous $103,000 45.63%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$50.61 - $50.96 $47,269 - $47,596
-934 Reduced 45.76%
1,107 $56,000
Q1 2024

Jul 31, 2024
BUY
$50.62 - $50.84 $103,315 - $103,764
2,041 New
2,041 $103,000
Q3 2023

Aug 01, 2024
BUY
$50.45 - $50.66 $2,623 - $2,634
52 Added 1.05%
5,012 $253 Million
Q2 2023

Aug 01, 2024
BUY
$50.49 - $50.76 $147,380 - $148,168
2,919 Added 143.02%
4,960 $251 Million
Q1 2023

Aug 01, 2024
SELL
$50.47 - $50.79 $101,293 - $101,935
-2,007 Reduced 98.33%
34 $1.73 Million

Others Institutions Holding JMST

# of Institutions
447
Shares Held
40.1M
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 Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email