Confluence Wealth Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 8,800 shares of JMST stock, worth $448,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,800

Previous 10,400 15.38%

Holding current value

$448,096

Previous $529,000 15.12%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$50.81 - $51.07 $81,296 - $81,712	-1,600 Reduced 15.38%	8,800 $449,000
Q2 2025 Jul 22, 2025	BUY	$50.52 - $50.92 $15,156 - $15,276	300 Added 2.97%	10,400 $529,000
Q1 2025 Apr 24, 2025	BUY	$50.72 - $50.92 $40,576 - $40,736	800 Added 8.6%	10,100 $513,000
Q3 2024 Oct 29, 2024	BUY	$50.61 - $50.96 $25,305 - $25,480	500 Added 5.68%	9,300 $473,000
Q2 2024 Jul 31, 2024	BUY	$50.57 - $50.75 $45,513 - $45,675	900 Added 11.39%	8,800 $446,000

Q1 2024 Apr 22, 2024	SELL	$50.62 - $50.84 $718,804 - $721,928	-14,200 Reduced 64.25%	7,900 $400,000
Q4 2023 Jan 25, 2024	BUY	$50.29 - $50.88 $1.11 Million - $1.12 Million	22,100 New	22,100 $1.12 Million

Others Institutions Holding JMST

# of Institutions

551

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Confluence Wealth Services, Inc. Jp Morgan Ultra Short Mun Inco Transaction History