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

Ergawealth Advisors, Inc.

  • $202 Billion
  • Q4 2024

A detailed history of Ergawealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 5,528 shares of JMST stock, worth $281,043. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,528
Previous 6,355 13.01%
Holding current value
$281,043
Previous $324 Million 13.4%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Feb 05, 2025
SELL
$50.67 - $50.9 $41,904 - $42,094
-827 Reduced 13.01%
5,528 $280 Million
Q3 2024

Oct 23, 2024
BUY
$50.61 - $50.96 $4,605 - $4,637
91 Added 1.45%
6,355 $324 Million
Q2 2024

Jul 19, 2024
BUY
$50.57 - $50.75 $8,596 - $8,627
170 Added 2.79%
6,264 $318 Million
Q1 2024

Apr 29, 2024
BUY
$50.62 - $50.84 $3,340 - $3,355
66 Added 1.09%
6,094 $309 Million
Q4 2023

Jan 30, 2024
SELL
$50.29 - $50.88 $47,775 - $48,336
-950 Reduced 13.61%
6,028 $306 Million
Q3 2023

Oct 30, 2023
SELL
$50.45 - $50.66 $338,216 - $339,624
-6,704 Reduced 49.0%
6,978 $352 Million
Q2 2023

Jul 17, 2023
SELL
$50.49 - $50.76 $181,208 - $182,177
-3,589 Reduced 20.78%
13,682 $693 Million
Q1 2023

May 02, 2023
BUY
$50.47 - $50.79 $118,957 - $119,712
2,357 Added 15.8%
17,271 $877 Million
Q4 2022

Apr 14, 2023
BUY
$50.24 - $50.61 $749,279 - $754,797
14,914 New
14,914 $754 Million

Others Institutions Holding JMST

# of Institutions
492
Shares Held
51.1M
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 Ergawealth Advisors, Inc. Portfolio

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

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email