Core Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Core Wealth Advisors, Inc.

  • $310 Million
  • Q3 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 37,671 shares of JMST stock, worth $1.91 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
37,671
Previous 53,804 29.98%
Holding current value
$1.91 Million
Previous $2.73 Million 29.74%
% of portfolio
0.62%
Previous 0.94%

Shares

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

Nov 13, 2024
SELL
$50.61 - $50.96 $816,491 - $822,137
-16,133 Reduced 29.98%
37,671 $1.92 Million
Q2 2024

Aug 15, 2024
BUY
$50.57 - $50.75 $72,567 - $72,826
1,435 Added 2.74%
53,804 $2.73 Million
Q1 2024

May 15, 2024
BUY
$50.62 - $50.84 $172,411 - $173,161
3,406 Added 6.96%
52,369 $2.66 Million
Q4 2023

Feb 14, 2024
BUY
$50.29 - $50.88 $223,941 - $226,568
4,453 Added 10.0%
48,963 $2.48 Million
Q3 2023

Nov 13, 2023
SELL
$50.45 - $50.66 $56,907 - $57,144
-1,128 Reduced 2.47%
44,510 $2.25 Million
Q2 2023

Aug 14, 2023
BUY
$50.49 - $50.76 $216,198 - $217,354
4,282 Added 10.35%
45,638 $2.31 Million
Q1 2023

Apr 27, 2023
BUY
$50.47 - $50.79 $1.06 Million - $1.07 Million
20,982 Added 102.98%
41,356 $2.1 Million
Q4 2022

Feb 14, 2023
BUY
$50.24 - $50.61 $161,823 - $163,014
3,221 Added 18.78%
20,374 $1.03 Million
Q3 2022

Nov 10, 2022
BUY
$50.25 - $50.72 $66,380 - $67,001
1,321 Added 8.34%
17,153 $863,000
Q2 2022

Aug 12, 2022
BUY
$50.42 - $50.72 $798,249 - $802,999
15,832 New
15,832 $802,000
Q1 2022

May 16, 2022
SELL
$50.56 - $51.05 $296,938 - $299,816
-5,873 Closed
0 $0
Q3 2021

Nov 09, 2021
BUY
$51.03 - $51.1 $299,699 - $300,110
5,873 New
5,873 $300,000

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 Core Wealth Advisors, Inc. Portfolio

Follow Core Wealth Advisors, Inc. 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 Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email