Paladin Advisory Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Paladin Advisory Group, LLC

$135 Million
Q3 2024

A detailed history of Paladin Advisory Group, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Paladin Advisory Group, LLC holds 32,314 shares of JMST stock, worth $1.64 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

32,314

Previous 27,244 18.61%

Holding current value

$1.64 Million

Previous $1.38 Million 19.1%

% of portfolio

1.22%

Previous 1.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$50.61 - $50.96 $256,592 - $258,367	5,070 Added 18.61%	32,314 $1.65 Million
Q2 2024 Jul 24, 2024	SELL	$50.57 - $50.75 $311,056 - $312,163	-6,151 Reduced 18.42%	27,244 $1.38 Million
Q1 2024 May 08, 2024	BUY	$50.62 - $50.84 $149,379 - $150,028	2,951 Added 9.69%	33,395 $1.69 Million
Q4 2023 Jan 31, 2024	BUY	$50.29 - $50.88 $264,123 - $267,221	5,252 Added 20.85%	30,444 $1.54 Million
Q3 2023 Oct 17, 2023	SELL	$50.45 - $50.66 $9,232 - $9,270	-183 Reduced 0.72%	25,192 $1.27 Million
Q2 2023 Aug 03, 2023	SELL	$50.49 - $50.76 $545,897 - $548,817	-10,812 Reduced 29.88%	25,375 $1.29 Million
Q1 2023 Apr 21, 2023	BUY	$50.47 - $50.79 $1.83 Million - $1.84 Million	36,187 New	36,187 $1.84 Million
Q1 2022 Apr 15, 2022	BUY	$50.56 - $51.05 $1.75 Million - $1.77 Million	34,583 New	34,583 $1.75 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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Paladin Advisory Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History