Beacon Investment Advisory Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Beacon Investment Advisory Services, Inc.

$2.25 Billion
Q2 2025

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 139,051 shares of JMST stock, worth $7.09 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

139,051

Previous 104,848 32.62%

Holding current value

$7.09 Million

Previous $5.33 Million 32.81%

% of portfolio

0.31%

Previous 0.25%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$50.52 - $50.92 $1.73 Million - $1.74 Million	34,203 Added 32.62%	139,051 $7.08 Million
Q1 2025 May 06, 2025	SELL	$50.72 - $50.92 $29,519 - $29,635	-582 Reduced 0.55%	104,848 $5.33 Million
Q4 2024 Jan 17, 2025	BUY	$50.67 - $50.9 $77,626 - $77,978	1,532 Added 1.47%	105,430 $5.35 Million
Q3 2024 Nov 14, 2024	BUY	$50.61 - $50.96 $1.5 Million - $1.51 Million	29,637 Added 39.91%	103,898 $5.29 Million
Q2 2024 Aug 14, 2024	SELL	$50.57 - $50.75 $1.33 Million - $1.34 Million	-26,334 Reduced 26.18%	74,261 $3.77 Million
Q1 2024 May 09, 2024	SELL	$50.62 - $50.84 $901,542 - $905,460	-17,810 Reduced 15.04%	100,595 $5.1 Million
Q4 2023 Feb 12, 2024	BUY	$50.29 - $50.88 $3 Million - $3.04 Million	59,676 Added 101.61%	118,405 $6.01 Million
Q3 2023 Oct 31, 2023	BUY	$50.45 - $50.66 $279,795 - $280,960	5,546 Added 10.43%	58,729 $2.96 Million
Q2 2023 Jul 21, 2023	SELL	$50.49 - $50.76 $148,995 - $149,792	-2,951 Reduced 5.26%	53,183 $2.69 Million
Q1 2023 May 04, 2023	SELL	$50.47 - $50.79 $3.33 Million - $3.35 Million	-65,949 Reduced 54.02%	56,134 $2.85 Million
Q4 2022 Jan 13, 2023	BUY	$50.24 - $50.61 $1.39 Million - $1.4 Million	27,684 Added 29.33%	122,083 $0
Q3 2022 Oct 20, 2022	SELL	$50.25 - $50.72 $465,767 - $470,123	-9,269 Reduced 8.94%	94,399 $4.75 Million
Q2 2022 Jul 21, 2022	SELL	$50.42 - $50.72 $681,930 - $685,988	-13,525 Reduced 11.54%	103,668 $5.25 Million
Q1 2022 May 12, 2022	BUY	$50.56 - $51.05 $2.36 Million - $2.38 Million	46,601 Added 66.01%	117,193 $5.94 Million
Q4 2021 Feb 04, 2022	BUY	$50.99 - $51.08 $2.32 Million - $2.32 Million	45,438 Added 180.64%	70,592 $3.6 Million
Q3 2021 Nov 09, 2021	BUY	$51.03 - $51.1 $841,229 - $842,383	16,485 Added 190.16%	25,154 $1.29 Million
Q2 2021 Aug 02, 2021	BUY	$51.02 - $51.09 $442,292 - $442,899	8,669 New	8,669 $443,000

Others Institutions Holding JMST

# of Institutions

537

Shares Held

54.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Beacon Investment Advisory Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History