Davidson Investment Advisors Jp Morgan Ultra Short Mun Inco Transaction History

Davidson Investment Advisors

$1.98 Billion
Q4 2024

A detailed history of Davidson Investment Advisors transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Davidson Investment Advisors holds 158,729 shares of JMST stock, worth $8.08 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

158,729

Previous 127,246 24.74%

Holding current value

$8.08 Million

Previous $6.48 Million 24.19%

% of portfolio

0.41%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$50.67 - $50.9 $1.6 Million - $1.6 Million	31,483 Added 24.74%	158,729 $8.05 Million
Q3 2024 Nov 13, 2024	BUY	$50.61 - $50.96 $1.45 Million - $1.46 Million	28,693 Added 29.11%	127,246 $6.48 Million
Q2 2024 Jul 31, 2024	BUY	$50.57 - $50.75 $477,633 - $479,333	9,445 Added 10.6%	98,553 $5 Million
Q1 2024 May 13, 2024	BUY	$50.62 - $50.84 $1.55 Million - $1.56 Million	30,657 Added 52.45%	89,108 $4.52 Million
Q4 2023 Feb 09, 2024	SELL	$50.29 - $50.88 $34,700 - $35,107	-690 Reduced 1.17%	58,451 $2.97 Million
Q3 2023 Nov 08, 2023	SELL	$50.45 - $50.66 $148,423 - $149,041	-2,942 Reduced 4.74%	59,141 $2.98 Million
Q2 2023 Aug 10, 2023	SELL	$50.49 - $50.76 $1.29 Million - $1.29 Million	-25,503 Reduced 29.12%	62,083 $3.14 Million
Q1 2023 Aug 22, 2023	BUY	$50.47 - $50.79 $1.29 Million - $1.3 Million	25,503 Added 41.08%	87,586 $4.45 Million
Q1 2023 May 02, 2023	BUY	$50.47 - $50.79 $4.42 Million - $4.45 Million	87,586 New	87,586 $4.45 Million

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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Davidson Investment Advisors Jp Morgan Ultra Short Mun Inco Transaction History