Aletheian Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History

Aletheian Wealth Advisors LLC

$206 Million
Q3 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 12,290 shares of JMST stock, worth $625,806. This represents 0.3% of its overall portfolio holdings.

Number of Shares

12,290

Previous 12,240 0.41%

Holding current value

$625,806

Previous $623,000 0.64%

% of portfolio

0.3%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$50.81 - $51.07 $2,540 - $2,553	50 Added 0.41%	12,290 $627,000
Q2 2025 Jul 07, 2025	BUY	$50.52 - $50.92 $336,816 - $339,483	6,667 Added 119.63%	12,240 $623,000
Q1 2025 Apr 08, 2025	BUY	$50.72 - $50.92 $38,851 - $39,004	766 Added 15.94%	5,573 $283,000
Q4 2024 Feb 14, 2025	BUY	$50.67 - $50.9 $42,765 - $42,959	844 Added 21.3%	4,807 $243,000
Q3 2024 Oct 25, 2024	SELL	$50.61 - $50.96 $2,176 - $2,191	-43 Reduced 1.07%	3,963 $201,000

Q2 2024 Jul 26, 2024	SELL	$50.57 - $50.75 $505 - $507	-10 Reduced 0.25%	4,006 $203,000
Q1 2024 Apr 15, 2024	BUY	$50.62 - $50.84 $203,289 - $204,173	4,016 New	4,016 $203,000
Q2 2023 Jul 13, 2023	SELL	$50.49 - $50.76 $3,079 - $3,096	-61 Reduced 1.21%	4,970 $251,000
Q1 2023 May 11, 2023	BUY	$50.47 - $50.79 $253,914 - $255,524	5,031 New	5,031 $255,000

Others Institutions Holding JMST

# of Institutions

551

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Aletheian Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History