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

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 159,576 shares of JMST stock, worth $8.12 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

159,576

Previous 136,132 17.22%

Holding current value

$8.12 Million

Previous $6.9 Million 17.54%

% of portfolio

0.23%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$50.72 - $50.92 $1.19 Million - $1.19 Million	23,444 Added 17.22%	159,576 $8.11 Million
Q4 2024 Feb 10, 2025	SELL	$50.67 - $50.9 $280,863 - $282,138	-5,543 Reduced 3.91%	136,132 $6.9 Million
Q3 2024 Nov 04, 2024	BUY	$50.61 - $50.96 $2.52 Million - $2.53 Million	49,733 Added 54.09%	141,675 $7.22 Million
Q2 2024 Aug 09, 2024	BUY	$50.57 - $50.75 $240,308 - $241,164	4,752 Added 5.45%	91,942 $4.67 Million
Q1 2024 May 14, 2024	BUY	$50.62 - $50.84 $1.6 Million - $1.61 Million	31,650 Added 56.99%	87,190 $4.42 Million
Q4 2023 Feb 06, 2024	BUY	$50.29 - $50.88 $92,131 - $93,212	1,832 Added 3.41%	55,540 $2.82 Million
Q3 2023 Nov 14, 2023	BUY	$50.45 - $50.66 $926,312 - $930,168	18,361 Added 51.95%	53,708 $2.71 Million
Q2 2023 Aug 08, 2023	BUY	$50.49 - $50.76 $1.15 Million - $1.15 Million	22,737 Added 180.31%	35,347 $1.79 Million
Q1 2023 May 03, 2023	SELL	$50.47 - $50.79 $63,945 - $64,350	-1,267 Reduced 9.13%	12,610 $640,000
Q4 2022 Feb 14, 2023	SELL	$50.24 - $50.61 $501,897 - $505,593	-9,990 Reduced 41.86%	13,877 $701,000
Q3 2022 Nov 14, 2022	SELL	$50.25 - $50.72 $298,032 - $300,820	-5,931 Reduced 19.9%	23,867 $1.2 Million
Q2 2022 Aug 11, 2022	BUY	$50.42 - $50.72 $717,779 - $722,049	14,236 Added 91.48%	29,798 $1.51 Million
Q1 2022 Aug 11, 2022	BUY	$50.56 - $51.05 $375,761 - $379,403	7,432 Added 91.41%	15,562 $788,000
Q4 2021 Aug 11, 2022	BUY	$50.99 - $51.08 $414,548 - $415,280	8,130 New	8,130 $415,000

Others Institutions Holding JMST

# of Institutions

529

Shares Held

53.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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