Philip James Wealth Mangement, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 30,224 shares of JMST stock, worth $1.54 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
30,224
Previous 27,160 11.28%
Holding current value
$1.54 Million
Previous $1.38 Billion 10.78%
% of portfolio
0.2%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$50.67 - $50.9 $155,252 - $155,957
3,064 Added 11.28%
30,224 $1.53 Billion
Q3 2024

Oct 31, 2024
BUY
$50.61 - $50.96 $1.02 Million - $1.02 Million
20,056 Added 282.32%
27,160 $1.38 Billion
Q2 2024

Jul 23, 2024
BUY
$50.57 - $50.75 $359,249 - $360,528
7,104 New
7,104 $360 Million

Others Institutions Holding JMST

# of Institutions
491
Shares Held
51M
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
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email