Perigon Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 80,332 shares of JMST stock, worth $4.08 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
80,332
Previous 94,637 15.12%
Holding current value
$4.08 Million
Previous $4.8 Million 14.77%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Oct 16, 2024
SELL
$50.61 - $50.96 $723,976 - $728,982
-14,305 Reduced 15.12%
80,332 $4.09 Million
Q2 2024

Aug 02, 2024
BUY
$50.57 - $50.75 $142,253 - $142,759
2,813 Added 3.06%
94,637 $4.8 Million
Q1 2024

Apr 29, 2024
BUY
$50.62 - $50.84 $72,639 - $72,955
1,435 Added 1.59%
91,824 $4.66 Million
Q4 2023

Jan 29, 2024
SELL
$50.29 - $50.88 $2.08 Million - $2.11 Million
-41,377 Reduced 31.4%
90,389 $4.59 Million
Q3 2023

Oct 30, 2023
BUY
$50.45 - $50.66 $2.87 Million - $2.89 Million
56,949 Added 76.12%
131,766 $6.65 Million
Q2 2023

Aug 02, 2023
BUY
$50.49 - $50.76 $207,513 - $208,623
4,110 Added 5.81%
74,817 $3.79 Million
Q1 2023

May 03, 2023
BUY
$50.47 - $50.79 $7,419 - $7,466
147 Added 0.21%
70,707 $3.59 Million
Q4 2022

May 01, 2023
BUY
$50.24 - $50.61 $3.54 Million - $3.57 Million
70,560 New
70,560 $3.57 Million
Q3 2022

Dec 13, 2022
BUY
$50.25 - $50.72 $43,818 - $44,227
872 Added 1.72%
51,631 $2.6 Million
Q2 2022

Aug 11, 2022
BUY
$50.42 - $50.72 $1.92 Million - $1.93 Million
38,068 Added 299.96%
50,759 $2.57 Million
Q4 2021

Feb 11, 2022
BUY
$50.99 - $51.08 $5,149 - $5,159
101 Added 0.8%
12,691 $648,000
Q3 2021

Nov 01, 2021
BUY
$51.03 - $51.1 $642,467 - $643,349
12,590 New
12,590 $643,000
Q3 2011

Nov 14, 2022
BUY
N/A
872
51,631 $2.6 Million

Others Institutions Holding JMST

# of Institutions
463
Shares Held
41.5M
Call Options Held
0
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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