Beacon Pointe Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 12,858 shares of JMST stock, worth $654,729. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,858

Previous 8,005 60.62%

Holding current value

$654,729

Previous $407,000 60.69%

% of portfolio

0.01%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$50.52 - $50.92 $245,173 - $247,114	4,853 Added 60.62%	12,858 $654,000
Q1 2025 May 13, 2025	BUY	$50.72 - $50.92 $25,309 - $25,409	499 Added 6.65%	8,005 $407,000
Q4 2024 Feb 14, 2025	BUY	$50.67 - $50.9 $405 - $407	8 Added 0.11%	7,506 $380,000
Q3 2024 Nov 14, 2024	SELL	$50.61 - $50.96 $47,775 - $48,106	-944 Reduced 11.18%	7,498 $381,000
Q2 2024 Aug 12, 2024	BUY	$50.57 - $50.75 $137,600 - $138,090	2,721 Added 47.56%	8,442 $428,000
Q1 2024 May 14, 2024	BUY	$50.62 - $50.84 $289,597 - $290,855	5,721 New	5,721 $290,000
Q3 2023 Nov 14, 2023	BUY	$50.45 - $50.66 $1.15 Million - $1.16 Million	22,834 New	22,834 $1.15 Million
Q4 2022 Feb 14, 2023	SELL	$50.24 - $50.61 $208,546 - $210,082	-4,151 Reduced 49.36%	4,258 $215,000
Q3 2022 Nov 09, 2022	BUY	$50.25 - $50.72 $422,552 - $426,504	8,409 New	8,409 $423,000

Others Institutions Holding JMST

# of Institutions

543

Shares Held

58.8M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Beacon Pointe Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History