Opal Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Opal Wealth Advisors, LLC

  • $314 Million
  • Q1 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 193,433 shares of JMST stock, worth $9.79 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
193,433
Previous 160,354 20.63%
Holding current value
$9.79 Million
Previous $8.13 Million 20.97%
% of portfolio
3.13%
Previous 2.5%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$50.72 - $50.92 $1.68 Million - $1.68 Million
33,079 Added 20.63%
193,433 $9.84 Million
Q4 2024

Jan 28, 2025
SELL
$50.67 - $50.9 $225,633 - $226,657
-4,453 Reduced 2.7%
160,354 $8.13 Million
Q3 2024

Oct 15, 2024
BUY
$50.61 - $50.96 $731,820 - $736,881
14,460 Added 9.62%
164,807 $8.4 Million
Q2 2024

Jul 12, 2024
BUY
$50.57 - $50.75 $282,180 - $283,185
5,580 Added 3.85%
150,347 $7.63 Million
Q1 2024

Apr 11, 2024
BUY
$50.62 - $50.84 $877,852 - $881,667
17,342 Added 13.61%
144,767 $7.35 Million
Q4 2023

Jan 19, 2024
BUY
$50.29 - $50.88 $853,823 - $863,840
16,978 Added 15.37%
127,425 $6.47 Million
Q3 2023

Oct 18, 2023
BUY
$50.45 - $50.66 $5.57 Million - $5.6 Million
110,447 New
110,447 $5.57 Million
Q4 2022

Feb 03, 2023
BUY
$50.24 - $50.61 $293,904 - $296,068
5,850 New
5,850 $295,000
Q1 2022

May 09, 2022
SELL
$50.56 - $51.05 $2.93 Million - $2.96 Million
-57,939 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$50.99 - $51.08 $2.95 Million - $2.96 Million
57,939 New
57,939 $2.96 Million

Others Institutions Holding JMST

# of Institutions
498
Shares Held
52.9M
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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