Yarger Wealth Strategies, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Yarger Wealth Strategies, LLC

  • $149 Million
  • Q1 2025

A detailed history of Yarger Wealth Strategies, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 16,440 shares of JMST stock, worth $832,357. This represents 0.56% of its overall portfolio holdings.

Number of Shares
16,440
Previous 16,137 1.88%
Holding current value
$832,357
Previous $818,000 2.08%
% of portfolio
0.56%
Previous 0.53%

Shares

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

Apr 15, 2025
BUY
$50.72 - $50.92 $15,368 - $15,428
303 Added 1.88%
16,440 $835,000
Q4 2024

Jan 15, 2025
BUY
$50.67 - $50.9 $507,358 - $509,661
10,013 Added 163.5%
16,137 $818,000
Q3 2024

Oct 07, 2024
SELL
$50.61 - $50.96 $17,662 - $17,785
-349 Reduced 5.39%
6,124 $311,000
Q2 2024

Aug 09, 2024
BUY
$50.57 - $50.75 $22,857 - $22,939
452 Added 7.51%
6,473 $328,000
Q1 2024

Apr 29, 2024
BUY
$50.62 - $50.84 $304,783 - $306,107
6,021 New
6,021 $305,000
Q3 2023

Oct 16, 2023
SELL
$50.45 - $50.66 $163,811 - $164,493
-3,247 Reduced 29.46%
7,775 $392,000
Q2 2023

Jul 27, 2023
SELL
$50.49 - $50.76 $459,004 - $461,459
-9,091 Reduced 45.2%
11,022 $558,000
Q1 2023

Apr 13, 2023
BUY
$50.47 - $50.79 $6,106 - $6,145
121 Added 0.61%
20,113 $1.02 Million
Q4 2022

Jan 25, 2023
SELL
$50.24 - $50.61 $602,176 - $606,611
-11,986 Reduced 37.48%
19,992 $0
Q3 2022

Nov 14, 2022
BUY
$50.25 - $50.72 $11,306 - $11,412
225 Added 0.71%
31,978 $1.61 Million
Q2 2022

Aug 12, 2022
BUY
$50.42 - $50.72 $86,470 - $86,984
1,715 Added 5.71%
31,753 $1.61 Million
Q1 2022

Apr 15, 2022
BUY
$50.56 - $51.05 $23,611 - $23,840
467 Added 1.58%
30,038 $1.52 Million
Q4 2021

Feb 15, 2022
BUY
$50.99 - $51.08 $1.51 Million - $1.51 Million
29,571 New
29,571 $1.51 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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