Masso Torrence Wealth Management Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Masso Torrence Wealth Management Inc.

$177 Million
Q3 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 14,646 shares of JMST stock, worth $744,016. This represents 0.42% of its overall portfolio holdings.

Number of Shares

14,646

Previous 11,681 25.38%

Holding current value

$744,016

Previous $592,000 26.01%

% of portfolio

0.42%

Previous 0.34%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$50.61 - $50.96 $150,058 - $151,096	2,965 Added 25.38%	14,646 $746,000
Q2 2024 Jul 22, 2024	SELL	$50.57 - $50.75 $122,581 - $123,018	-2,424 Reduced 17.19%	11,681 $592,000
Q1 2024 Apr 23, 2024	SELL	$50.62 - $50.84 $391,039 - $392,739	-7,725 Reduced 35.39%	14,105 $715,000
Q4 2023 Feb 01, 2024	SELL	$50.29 - $50.88 $292,587 - $296,019	-5,818 Reduced 21.04%	21,830 $1.11 Million
Q3 2023 Nov 07, 2023	SELL	$50.45 - $50.66 $350,375 - $351,833	-6,945 Reduced 20.08%	27,648 $1.39 Million
Q2 2023 Aug 11, 2023	BUY	$50.49 - $50.76 $46,046 - $46,293	912 Added 2.71%	34,593 $1.75 Million
Q1 2023 May 12, 2023	SELL	$50.47 - $50.79 $232,515 - $233,989	-4,607 Reduced 12.03%	33,681 $1.71 Million
Q4 2022 Feb 14, 2023	BUY	$50.24 - $50.61 $9,696 - $9,767	193 Added 0.51%	38,288 $1.93 Million
Q3 2022 Nov 14, 2022	SELL	$50.25 - $50.72 $771,387 - $778,602	-15,351 Reduced 28.72%	38,095 $1.92 Million
Q2 2022 Jul 28, 2022	BUY	$50.42 - $50.72 $177,226 - $178,280	3,515 Added 7.04%	53,446 $2.71 Million
Q1 2022 Apr 26, 2022	SELL	$50.56 - $51.05 $87,721 - $88,571	-1,735 Reduced 3.36%	49,931 $2.53 Million
Q4 2021 Feb 10, 2022	BUY	$50.99 - $51.08 $2.63 Million - $2.64 Million	51,666 New	51,666 $2.64 Million

Others Institutions Holding JMST

# of Institutions

463

Shares Held

41.5M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Masso Torrence Wealth Management Inc. Jp Morgan Ultra Short Mun Inco Transaction History