Creative Planning Jp Morgan Ultra Short Mun Inco Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Creative Planning holds 45,518 shares of JMST stock, worth $2.32 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

45,518

Previous 47,133 3.43%

Holding current value

$2.32 Million

Previous $2.39 Million 3.05%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$50.61 - $50.96 $81,735 - $82,300	-1,615 Reduced 3.43%	45,518 $2.32 Million
Q1 2024 May 10, 2024	SELL	$50.62 - $50.84 $762,033 - $765,345	-15,054 Reduced 24.21%	47,133 $2.39 Million
Q4 2023 Feb 14, 2024	SELL	$50.29 - $50.88 $371,341 - $375,697	-7,384 Reduced 10.61%	62,187 $3.16 Million
Q3 2023 Nov 16, 2023	BUY	$50.45 - $50.66 $3.2 Million - $3.21 Million	63,404 Added 1028.12%	69,571 $3.51 Million
Q2 2023 Jul 21, 2023	SELL	$50.49 - $50.76 $189,135 - $190,146	-3,746 Reduced 37.79%	6,167 $312,000
Q1 2023 May 15, 2023	BUY	$50.47 - $50.79 $1,110 - $1,117	22 Added 0.22%	9,913 $503,000
Q3 2022 Nov 03, 2022	SELL	$50.25 - $50.72 $65,676 - $66,291	-1,307 Reduced 11.67%	9,891 $498,000
Q2 2022 Aug 15, 2022	SELL	$50.42 - $50.72 $91,915 - $92,462	-1,823 Reduced 14.0%	11,198 $567,000
Q4 2021 Feb 11, 2022	BUY	$50.99 - $51.08 $663,940 - $665,112	13,021 New	13,021 $665,000

Others Institutions Holding JMST

# of Institutions

466

Shares Held

42.5M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Creative Planning Jp Morgan Ultra Short Mun Inco Transaction History