A detailed history of Evergreen Wealth Solutions, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 17,601 shares of JMST stock, worth $894,130. This represents 0.61% of its overall portfolio holdings.

Number of Shares
17,601
Previous 20,037 12.16%
Holding current value
$894,130
Previous $1.02 Million 11.81%
% of portfolio
0.61%
Previous 0.72%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$50.61 - $50.96 $123,285 - $124,138
-2,436 Reduced 12.16%
17,601 $896,000
Q2 2024

Aug 14, 2024

SELL
$50.57 - $50.75 $380,994 - $382,350
-7,534 Reduced 27.33%
20,037 $1.02 Million
Q1 2024

May 15, 2024

SELL
$50.62 - $50.84 $852,896 - $856,603
-16,849 Reduced 37.93%
27,571 $1.4 Million
Q4 2023

Feb 07, 2024

BUY
$50.29 - $50.88 $1.22 Million - $1.23 Million
24,219 Added 119.89%
44,420 $2.25 Million
Q3 2023

Nov 13, 2023

BUY
$50.45 - $50.66 $9,837 - $9,878
195 Added 0.97%
20,201 $1.02 Million
Q2 2023

Aug 11, 2023

SELL
$50.49 - $50.76 $267,445 - $268,875
-5,297 Reduced 20.93%
20,006 $1.01 Million
Q1 2023

May 12, 2023

BUY
$50.47 - $50.79 $263,806 - $265,479
5,227 Added 26.04%
25,303 $1.29 Million
Q4 2022

Feb 14, 2023

SELL
$50.24 - $50.61 $730,941 - $736,324
-14,549 Reduced 42.02%
20,076 $1.02 Million
Q3 2022

Nov 14, 2022

SELL
$50.25 - $50.72 $835,406 - $843,220
-16,625 Reduced 32.44%
34,625 $1.74 Million
Q2 2022

Aug 15, 2022

BUY
$50.42 - $50.72 $2.58 Million - $2.6 Million
51,250 New
51,250 $2.6 Million

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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