Able Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Able Wealth Management LLC

$198 Billion
Q2 2025

A detailed history of Able Wealth Management LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Able Wealth Management LLC holds 38,421 shares of JMST stock, worth $1.96 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

38,421

Previous 30,920 24.26%

Holding current value

$1.96 Million

Previous $1.57 Billion 24.43%

% of portfolio

0.99%

Previous 0.93%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$50.52 - $50.92 $378,950 - $381,950	7,501 Added 24.26%	38,421 $1.96 Billion
Q1 2025 Apr 28, 2025	BUY	$50.72 - $50.92 $195,677 - $196,449	3,858 Added 14.26%	30,920 $1.57 Billion
Q4 2024 Feb 03, 2025	BUY	$50.67 - $50.9 $218,843 - $219,837	4,319 Added 18.99%	27,062 $1.37 Billion
Q3 2024 Nov 01, 2024	SELL	$50.61 - $50.96 $179,513 - $180,755	-3,547 Reduced 13.49%	22,743 $1.16 Billion
Q2 2024 Nov 01, 2024	SELL	$50.57 - $50.75 $242,988 - $243,853	-4,805 Reduced 15.45%	26,290 $1.33 Billion
Q1 2024 Nov 01, 2024	BUY	$50.62 - $50.84 $210,579 - $211,494	4,160 Added 15.44%	31,095 $1.58 Billion
Q4 2023 Feb 20, 2024	BUY	$50.29 - $50.88 $1.35 Million - $1.37 Million	26,935 New	26,935 $1.37 Billion

Others Institutions Holding JMST

# of Institutions

542

Shares Held

56.6M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

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

News

Stay updated on Able Wealth Management LLC with notifications on news.

Account

Able Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History