Laurel Wealth Planning LLC Jp Morgan Ultra Short Mun Inco Transaction History

Laurel Wealth Planning LLC

$155 Million
Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 41,066 shares of JMST stock, worth $2.09 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

41,066

Previous 37,723 8.86%

Holding current value

$2.09 Million

Previous $1.92 Million 8.32%

% of portfolio

1.34%

Previous 1.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$50.67 - $50.9 $169,389 - $170,158	3,343 Added 8.86%	41,066 $2.08 Million
Q3 2024 Oct 28, 2024	SELL	$50.61 - $50.96 $18,270 - $18,396	-361 Reduced 0.95%	37,723 $1.92 Million
Q2 2024 Jul 25, 2024	BUY	$50.57 - $50.75 $509,998 - $511,813	10,085 Added 36.02%	38,084 $1.93 Million
Q1 2024 Apr 22, 2024	BUY	$50.62 - $50.84 $157,175 - $157,858	3,105 Added 12.47%	27,999 $1.42 Million
Q4 2023 Feb 09, 2024	BUY	$50.29 - $50.88 $206,038 - $208,455	4,097 Added 19.7%	24,894 $1.26 Million
Q3 2023 Oct 27, 2023	BUY	$50.45 - $50.66 $58,219 - $58,461	1,154 Added 5.87%	20,797 $1.05 Million
Q2 2023 Jul 19, 2023	SELL	$50.49 - $50.76 $131,475 - $132,179	-2,604 Reduced 11.7%	19,643 $995,000
Q1 2023 Apr 18, 2023	BUY	$50.47 - $50.79 $15,696 - $15,795	311 Added 1.42%	22,247 $1.13 Million
Q4 2022 Feb 01, 2023	BUY	$50.24 - $50.61 $131,478 - $132,446	2,617 Added 13.55%	21,936 $1.11 Million
Q3 2022 Nov 02, 2022	BUY	$50.25 - $50.72 $184,920 - $186,649	3,680 Added 23.53%	19,319 $972,000
Q2 2022 Aug 09, 2022	BUY	$50.42 - $50.72 $369,830 - $372,031	7,335 Added 88.33%	15,639 $792,000
Q1 2022 Apr 28, 2022	SELL	$50.56 - $51.05 $39,234 - $39,614	-776 Reduced 8.55%	8,304 $421,000
Q4 2021 Feb 01, 2022	BUY	$50.99 - $51.08 $230,219 - $230,626	4,515 Added 98.9%	9,080 $464,000
Q3 2021 Nov 12, 2021	BUY	$51.03 - $51.1 $232,951 - $233,271	4,565 New	4,565 $233,000

Others Institutions Holding JMST

# of Institutions

478

Shares Held

45.4M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Laurel Wealth Planning LLC Jp Morgan Ultra Short Mun Inco Transaction History