Cliftonlarsonallen Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 395,637 shares of JMST stock, worth $20.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

395,637

Previous 371,461 6.51%

Holding current value

$20.2 Million

Previous $18.9 Million 6.66%

% of portfolio

0.34%

Previous 0.35%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$50.52 - $50.92 $1.22 Million - $1.23 Million	24,176 Added 6.51%	395,637 $20.1 Million
Q1 2025 Apr 16, 2025	SELL	$50.72 - $50.92 $919,046 - $922,670	-18,120 Reduced 4.65%	371,461 $18.9 Million
Q4 2024 Jan 14, 2025	BUY	$50.67 - $50.9 $1.9 Million - $1.91 Million	37,588 Added 10.68%	389,581 $19.8 Million
Q3 2024 Oct 11, 2024	BUY	$50.61 - $50.96 $126,271 - $127,145	2,495 Added 0.71%	351,993 $17.9 Million
Q2 2024 Jul 11, 2024	BUY	$50.57 - $50.75 $124,553 - $124,997	2,463 Added 0.71%	349,498 $17.7 Million
Q1 2024 May 02, 2024	SELL	$50.62 - $50.84 $7.82 Million - $7.86 Million	-154,572 Reduced 30.82%	347,035 $17.6 Million
Q4 2023 Jan 16, 2024	BUY	$50.29 - $50.88 $8.87 Million - $8.97 Million	176,325 Added 54.21%	501,607 $25.5 Million
Q3 2023 Oct 13, 2023	BUY	$50.45 - $50.66 $111,494 - $111,958	2,210 Added 0.68%	325,282 $16.4 Million
Q2 2023 Jul 14, 2023	SELL	$50.49 - $50.76 $3.92 Million - $3.95 Million	-77,732 Reduced 19.39%	323,072 $16.4 Million
Q1 2023 Apr 12, 2023	SELL	$50.47 - $50.79 $4.49 Million - $4.52 Million	-89,034 Reduced 18.18%	400,804 $20.4 Million
Q4 2022 Jan 19, 2023	BUY	$50.24 - $50.61 $24.6 Million - $24.8 Million	489,838 New	489,838 $0
Q2 2022 Jul 08, 2022	SELL	$50.42 - $50.72 $44.8 Million - $45.1 Million	-888,950 Reduced 48.54%	942,259 $47.7 Million
Q1 2022 Apr 27, 2022	SELL	$50.56 - $51.05 $40.2 Million - $40.6 Million	-794,921 Reduced 30.27%	1,831,209 $92.7 Million
Q4 2021 Jan 26, 2022	BUY	$50.99 - $51.08 $75 Million - $75.1 Million	1,470,649 Added 127.28%	2,626,130 $134 Million
Q3 2021 Nov 02, 2021	BUY	$51.03 - $51.1 $56.2 Million - $56.3 Million	1,101,838 Added 2054.02%	1,155,481 $59 Million
Q3 2021 Oct 14, 2021	SELL	$51.03 - $51.1 $42.7 Million - $42.7 Million	-836,582 Reduced 93.97%	53,643 $2.74 Million
Q2 2021 Jul 21, 2021	SELL	$51.02 - $51.09 $23.5 Million - $23.5 Million	-460,017 Reduced 34.07%	890,225 $45.4 Million
Q1 2021 May 24, 2021	BUY	$51.0 - $51.08 $30.9 Million - $30.9 Million	605,378 Added 81.27%	1,350,242 $68.9 Million
Q4 2020 Jan 14, 2021	BUY	$50.98 - $51.08 $2.41 Million - $2.42 Million	47,311 Added 6.78%	744,864 $38 Million
Q3 2020 Oct 13, 2020	BUY	$50.93 - $51.06 $35.5 Million - $35.6 Million	697,553 New	697,553 $35.6 Million

Others Institutions Holding JMST

# of Institutions

537

Shares Held

54.8M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Cliftonlarsonallen Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History