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

Ergawealth Advisors, Inc.

$202 Billion
Q3 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 6,355 shares of JMST stock, worth $323,024. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,355

Previous 6,264 1.45%

Holding current value

$323,024

Previous $318 Million 1.83%

% of portfolio

0.16%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

440

Shares Held

39.8M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

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.

Account

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