Collaborative Wealth Managment Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 18,470 shares of JMST stock, worth $940,492. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,470
Previous 16,101 14.71%
Holding current value
$940,492
Previous $819,000 15.02%
% of portfolio
0.4%
Previous 0.37%

Shares

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

Nov 07, 2025
BUY
$50.81 - $51.07 $120,368 - $120,984
2,369 Added 14.71%
18,470 $942,000
Q2 2025

Aug 08, 2025
BUY
$50.52 - $50.92 $63,604 - $64,108
1,259 Added 8.48%
16,101 $819,000
Q1 2025

May 08, 2025
BUY
$50.72 - $50.92 $20,693 - $20,775
408 Added 2.83%
14,842 $754,000
Q4 2024

Feb 10, 2025
BUY
$50.67 - $50.9 $77,677 - $78,029
1,533 Added 11.88%
14,434 $731,000
Q3 2024

Nov 12, 2024
BUY
$50.61 - $50.96 $45,903 - $46,220
907 Added 7.56%
12,901 $657,000
Q2 2024

Aug 09, 2024
BUY
$50.57 - $50.75 $49,659 - $49,836
982 Added 8.92%
11,994 $608,000
Q1 2024

May 10, 2024
BUY
$50.62 - $50.84 $232,092 - $233,101
4,585 Added 71.34%
11,012 $558,000
Q4 2023

Feb 07, 2024
BUY
$50.29 - $50.88 $79,508 - $80,441
1,581 Added 32.62%
6,427 $326,000
Q3 2023

Nov 09, 2023
BUY
$50.45 - $50.66 $244,480 - $245,498
4,846 New
4,846 $244,000

Others Institutions Holding JMST

# of Institutions
551
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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