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

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,180 shares of JMST stock, worth $212,385. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,180

Previous 4,274 2.2%

Holding current value

$212,385

Previous $217,000 2.76%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$50.67 - $50.9 $4,762 - $4,784	-94 Reduced 2.2%	4,180 $211,000
Q3 2024 Oct 09, 2024	SELL	$50.61 - $50.96 $4,858 - $4,892	-96 Reduced 2.2%	4,274 $217,000
Q2 2024 Jul 24, 2024	BUY	$50.57 - $50.75 $455 - $456	9 Added 0.21%	4,370 $221,000
Q1 2024 May 10, 2024	BUY	$50.62 - $50.84 $404 - $406	8 Added 0.18%	4,361 $221,000
Q4 2023 Jan 31, 2024	BUY	$50.29 - $50.88 $218,912 - $221,480	4,353 New	4,353 $220,000
Q1 2023 May 08, 2023	SELL	$50.47 - $50.79 $199,861 - $201,128	-3,960 Reduced 33.36%	7,910 $401,000
Q4 2022 Jan 25, 2023	BUY	$50.24 - $50.61 $596,348 - $600,740	11,870 New	11,870 $0

Others Institutions Holding JMST

# of Institutions

467

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