Dogwood Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Dogwood Wealth Management LLC

  • $189 Billion
  • Q4 2024

A detailed history of Dogwood Wealth Management LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 7,009 shares of JMST stock, worth $354,445. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,009
Previous 6,922 1.26%
Holding current value
$354,445
Previous $351 Million 1.19%
% of portfolio
0.19%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 04, 2025
BUY
$50.67 - $50.9 $4,408 - $4,428
87 Added 1.26%
7,009 $355 Million
Q3 2024

Feb 28, 2025
SELL
$50.61 - $50.96 $3,542 - $3,567
-70 Reduced 0.99%
6,971 $355 Million
Q2 2024

Mar 04, 2025
SELL
$50.57 - $50.75 $2,477 - $2,486
-49 Reduced 0.7%
6,922 $351 Million
Q1 2024

Feb 28, 2025
BUY
$50.62 - $50.84 $309,288 - $310,632
6,110 Added 656.28%
7,041 $357 Million
Q4 2023

Feb 28, 2025
BUY
$50.29 - $50.88 $46,819 - $47,369
931 New
931 $47.2 Million

Others Institutions Holding JMST

# of Institutions
499
Shares Held
52.6M
Call Options Held
6.5K
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 Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management 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 Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email