Apex Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025

A detailed history of Apex Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Apex Wealth Management, LLC holds 140,462 shares of JMST stock, worth $7.15 Million. This represents 5.13% of its overall portfolio holdings.

Number of Shares
140,462
Previous 130,647 7.51%
Holding current value
$7.15 Million
Previous $6.65 Billion 7.77%
% of portfolio
5.13%
Previous 5.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$50.81 - $51.07 $498,700 - $501,252
9,815 Added 7.51%
140,462 $7.17 Billion
Q2 2025

Aug 08, 2025
BUY
$50.52 - $50.92 $25,411 - $25,612
503 Added 0.39%
130,647 $6.65 Billion
Q1 2025

Apr 29, 2025
BUY
$50.72 - $50.92 $3.76 Million - $3.78 Million
74,222 Added 132.72%
130,144 $6.62 Billion
Q4 2024

Feb 14, 2025
BUY
$50.67 - $50.9 $2.83 Million - $2.85 Million
55,922 New
55,922 $2.84 Billion

Others Institutions Holding JMST

# of Institutions
554
Shares Held
60.6M
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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