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

Three Bridge Wealth Advisors, LLC

  • $250 Million
  • Q2 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 99,117 shares of JMST stock, worth $5.02 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares
99,117
Previous 108,532 8.67%
Holding current value
$5.02 Million
Previous $5.51 Million 8.66%
% of portfolio
2.01%
Previous 2.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$50.57 - $50.75 $476,116 - $477,811
-9,415 Reduced 8.67%
99,117 $5.03 Million
Q1 2024

May 14, 2024
SELL
$50.62 - $50.84 $752,111 - $755,380
-14,858 Reduced 12.04%
108,532 $5.51 Million
Q4 2023

Feb 08, 2024
BUY
$50.29 - $50.88 $389,797 - $394,370
7,751 Added 6.7%
123,390 $6.26 Million
Q3 2023

Nov 13, 2023
SELL
$50.45 - $50.66 $1.42 Million - $1.43 Million
-28,148 Reduced 19.58%
115,639 $5.83 Million
Q2 2023

Jul 28, 2023
SELL
$50.49 - $50.76 $179,340 - $180,299
-3,552 Reduced 2.41%
143,787 $7.28 Million
Q1 2023

May 11, 2023
BUY
$50.47 - $50.79 $796,113 - $801,161
15,774 Added 11.99%
147,339 $7.48 Million
Q4 2022

Feb 14, 2023
BUY
$50.24 - $50.61 $5.28 Million - $5.32 Million
105,030 Added 395.82%
131,565 $6.65 Million
Q3 2022

Nov 10, 2022
SELL
$50.25 - $50.72 $175,875 - $177,520
-3,500 Reduced 10.75%
29,060 $1.46 Million
Q2 2022

Nov 10, 2022
BUY
$50.42 - $50.72 $1.64 Million - $1.65 Million
32,560 New
32,560 $1.65 Million
Q1 2022

Feb 14, 2023
SELL
$50.56 - $51.05 $127,664 - $128,901
-2,525 Reduced 8.69%
26,535 $1.34 Million

Others Institutions Holding JMST

# of Institutions
443
Shares Held
39.9M
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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