Forza Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Forza Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Forza Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Forza Wealth Management, LLC holds 31,300 shares of JMST stock, worth $1.59 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
31,300
Previous 14,900 110.07%
Holding current value
$1.59 Million
Previous $759 Million 109.12%
% of portfolio
0.72%
Previous 0.35%

Shares

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

Jan 13, 2025
BUY
$50.67 - $50.9 $830,988 - $834,760
16,400 Added 110.07%
31,300 $1.59 Billion
Q4 2023

Jan 24, 2024
BUY
$50.29 - $50.88 $256,479 - $259,488
5,100 Added 52.04%
14,900 $756 Million
Q4 2022

Feb 06, 2023
BUY
$50.24 - $50.61 $492,352 - $495,978
9,800 New
9,800 $495 Million

Others Institutions Holding JMST

# of Institutions
489
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
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