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

Collaborative Wealth Managment Inc.

$222 Million
Q2 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 16,101 shares of JMST stock, worth $819,862. This represents 0.37% of its overall portfolio holdings.

Number of Shares

16,101

Previous 14,842 8.48%

Holding current value

$819,862

Previous $754,000 8.62%

% of portfolio

0.37%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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