Yarger Wealth Strategies, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Yarger Wealth Strategies, LLC

  • $159 Million
  • Q3 2024

A detailed history of Yarger Wealth Strategies, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 6,124 shares of JMST stock, worth $311,037. This represents 0.2% of its overall portfolio holdings.

Number of Shares
6,124
Previous 6,473 5.39%
Holding current value
$311,037
Previous $328,000 5.18%
% of portfolio
0.2%
Previous 0.22%

Shares

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

Oct 07, 2024
SELL
$50.61 - $50.96 $17,662 - $17,785
-349 Reduced 5.39%
6,124 $311,000
Q2 2024

Aug 09, 2024
BUY
$50.57 - $50.75 $22,857 - $22,939
452 Added 7.51%
6,473 $328,000
Q1 2024

Apr 29, 2024
BUY
$50.62 - $50.84 $304,783 - $306,107
6,021 New
6,021 $305,000
Q3 2023

Oct 16, 2023
SELL
$50.45 - $50.66 $163,811 - $164,493
-3,247 Reduced 29.46%
7,775 $392,000
Q2 2023

Jul 27, 2023
SELL
$50.49 - $50.76 $459,004 - $461,459
-9,091 Reduced 45.2%
11,022 $558,000
Q1 2023

Apr 13, 2023
BUY
$50.47 - $50.79 $6,106 - $6,145
121 Added 0.61%
20,113 $1.02 Million
Q4 2022

Jan 25, 2023
SELL
$50.24 - $50.61 $602,176 - $606,611
-11,986 Reduced 37.48%
19,992 $0
Q3 2022

Nov 14, 2022
BUY
$50.25 - $50.72 $11,306 - $11,412
225 Added 0.71%
31,978 $1.61 Million
Q2 2022

Aug 12, 2022
BUY
$50.42 - $50.72 $86,470 - $86,984
1,715 Added 5.71%
31,753 $1.61 Million
Q1 2022

Apr 15, 2022
BUY
$50.56 - $51.05 $23,611 - $23,840
467 Added 1.58%
30,038 $1.52 Million
Q4 2021

Feb 15, 2022
BUY
$50.99 - $51.08 $1.51 Million - $1.51 Million
29,571 New
29,571 $1.51 Million

Others Institutions Holding JMST

# of Institutions
463
Shares Held
41.5M
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 Yarger Wealth Strategies, LLC Portfolio

Follow Yarger Wealth Strategies, 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 Yarger Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yarger Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email