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

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 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 10,400 shares of JMST stock, worth $529,880. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,400
Previous 10,100 2.97%
Holding current value
$529,880
Previous $513,000 3.12%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
537
Shares Held
54.8M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
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More about JMST
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