Avaii Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Avaii Wealth Management, LLC

$182 Million
Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 11,323 shares of JMST stock, worth $576,340. This represents 0.32% of its overall portfolio holdings.

Number of Shares

11,323

Previous 12,252 7.58%

Holding current value

$576,340

Previous $624,000 8.01%

% of portfolio

0.32%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$50.67 - $50.9 $47,072 - $47,286	-929 Reduced 7.58%	11,323 $574,000
Q2 2024 Jul 31, 2024	SELL	$50.57 - $50.75 $64,982 - $65,213	-1,285 Reduced 9.49%	12,252 $621,000
Q1 2024 Apr 29, 2024	SELL	$50.62 - $50.84 $15,034 - $15,099	-297 Reduced 2.15%	13,537 $686,000
Q4 2023 Feb 05, 2024	BUY	$50.29 - $50.88 $2,967 - $3,001	59 Added 0.43%	13,834 $701,000
Q3 2023 Oct 24, 2023	SELL	$50.45 - $50.66 $28,958 - $29,078	-574 Reduced 4.0%	13,775 $694,000
Q2 2023 Jul 31, 2023	SELL	$50.49 - $50.76 $60,588 - $60,912	-1,200 Reduced 7.72%	14,349 $726,000
Q1 2023 Apr 10, 2023	SELL	$50.47 - $50.79 $36,792 - $37,025	-729 Reduced 4.48%	15,549 $789,000
Q4 2022 Jan 25, 2023	BUY	$50.24 - $50.61 $817,806 - $823,829	16,278 New	16,278 $0

Others Institutions Holding JMST

# of Institutions

470

Shares Held

42.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Avaii Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History