A detailed history of Iam Advisory, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Iam Advisory, LLC holds 9,857 shares of JMST stock, worth $499,552. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,857
Previous 9,776 0.83%
Holding current value
$499,552
Previous $496,000 1.21%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 07, 2024

BUY
$50.61 - $50.96 $4,099 - $4,127
81 Added 0.83%
9,857 $502,000
Q2 2024

Jul 12, 2024

BUY
$50.57 - $50.75 $54,059 - $54,251
1,069 Added 12.28%
9,776 $496,000
Q1 2024

Apr 15, 2024

SELL
$50.62 - $50.84 $469,551 - $471,591
-9,276 Reduced 51.58%
8,707 $441,000
Q4 2023

Jan 12, 2024

BUY
$50.29 - $50.88 $14,986 - $15,162
298 Added 1.69%
17,983 $912,000
Q3 2023

Oct 10, 2023

BUY
$50.45 - $50.66 $121,735 - $122,242
2,413 Added 15.8%
17,685 $892,000
Q2 2023

Jul 13, 2023

BUY
$50.49 - $50.76 $3,988 - $4,010
79 Added 0.52%
15,272 $773,000
Q1 2023

Apr 10, 2023

BUY
$50.47 - $50.79 $4,845 - $4,875
96 Added 0.64%
15,193 $771,000
Q4 2022

Jan 17, 2023

BUY
$50.24 - $50.61 $758,473 - $764,059
15,097 New
15,097 $0

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC 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 Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.