Creative One Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Creative One Wealth, LLC

  • $3 Billion
  • Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Creative One Wealth, LLC holds 14,149 shares of JMST stock, worth $720,467. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,149
Previous 13,352 5.97%
Holding current value
$720,467
Previous $680,000 5.44%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 13, 2025
BUY
$50.67 - $50.9 $40,383 - $40,567
797 Added 5.97%
14,149 $717,000
Q3 2024

Nov 13, 2024
BUY
$50.61 - $50.96 $364,594 - $367,115
7,204 Added 117.18%
13,352 $680,000
Q2 2024

Aug 14, 2024
SELL
$50.57 - $50.75 $63,465 - $63,691
-1,255 Reduced 16.95%
6,148 $312,000
Q1 2024

May 14, 2024
BUY
$50.62 - $50.84 $374,739 - $376,368
7,403 New
7,403 $376,000
Q2 2023

Aug 16, 2023
SELL
$50.49 - $50.76 $42,159 - $42,384
-835 Reduced 6.85%
11,356 $575,000
Q2 2023

Aug 14, 2023
BUY
$50.49 - $50.76 $42,361 - $42,587
839 Added 7.39%
12,191 $617,000
Q1 2023

May 15, 2023
BUY
$50.47 - $50.79 $201 - $203
4 Added 0.04%
11,352 $577,000
Q4 2022

Feb 14, 2023
SELL
$50.24 - $50.61 $42,553 - $42,866
-847 Reduced 6.95%
11,348 $573,000
Q3 2022

Nov 14, 2022
BUY
$50.25 - $50.72 $201 - $202
4 Added 0.03%
12,195 $613,000
Q2 2022

Aug 12, 2022
SELL
$50.42 - $50.72 $395,393 - $397,746
-7,842 Reduced 39.15%
12,191 $617,000
Q1 2022

May 13, 2022
SELL
$50.56 - $51.05 $386,076 - $389,817
-7,636 Reduced 27.6%
20,033 $1.01 Million
Q4 2021

Feb 15, 2022
BUY
$50.99 - $51.08 $100,399 - $100,576
1,969 Added 7.66%
27,669 $1.41 Million
Q3 2021

Nov 16, 2021
SELL
$51.03 - $51.1 $99,916 - $100,053
-1,958 Reduced 7.08%
25,700 $1.31 Million
Q2 2021

Aug 13, 2021
BUY
$51.02 - $51.09 $180,049 - $180,296
3,529 Added 14.63%
27,658 $1.41 Million
Q1 2021

May 17, 2021
BUY
$51.0 - $51.08 $74,817 - $74,934
1,467 Added 6.47%
24,129 $1.23 Million
Q4 2020

Feb 12, 2021
BUY
$50.98 - $51.08 $934,565 - $936,398
18,332 Added 423.37%
22,662 $1.16 Million
Q3 2020

Nov 13, 2020
BUY
$50.93 - $51.06 $220,526 - $221,089
4,330 New
4,330 $221,000

Others Institutions Holding JMST

# of Institutions
490
Shares Held
51M
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 Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email