Core Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Core Wealth Advisors, Inc.

$297 Million
Q1 2025

A detailed history of Core Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 33,876 shares of JMST stock, worth $1.72 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

33,876

Previous 35,652 4.98%

Holding current value

$1.72 Million

Previous $1.81 Million 4.7%

% of portfolio

0.58%

Previous 0.6%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$50.72 - $50.92 $90,078 - $90,433	-1,776 Reduced 4.98%	33,876 $1.72 Million
Q4 2024 Feb 14, 2025	SELL	$50.67 - $50.9 $102,302 - $102,767	-2,019 Reduced 5.36%	35,652 $1.81 Million
Q3 2024 Nov 13, 2024	SELL	$50.61 - $50.96 $816,491 - $822,137	-16,133 Reduced 29.98%	37,671 $1.92 Million
Q2 2024 Aug 15, 2024	BUY	$50.57 - $50.75 $72,567 - $72,826	1,435 Added 2.74%	53,804 $2.73 Million
Q1 2024 May 15, 2024	BUY	$50.62 - $50.84 $172,411 - $173,161	3,406 Added 6.96%	52,369 $2.66 Million
Q4 2023 Feb 14, 2024	BUY	$50.29 - $50.88 $223,941 - $226,568	4,453 Added 10.0%	48,963 $2.48 Million
Q3 2023 Nov 13, 2023	SELL	$50.45 - $50.66 $56,907 - $57,144	-1,128 Reduced 2.47%	44,510 $2.25 Million
Q2 2023 Aug 14, 2023	BUY	$50.49 - $50.76 $216,198 - $217,354	4,282 Added 10.35%	45,638 $2.31 Million
Q1 2023 Apr 27, 2023	BUY	$50.47 - $50.79 $1.06 Million - $1.07 Million	20,982 Added 102.98%	41,356 $2.1 Million
Q4 2022 Feb 14, 2023	BUY	$50.24 - $50.61 $161,823 - $163,014	3,221 Added 18.78%	20,374 $1.03 Million
Q3 2022 Nov 10, 2022	BUY	$50.25 - $50.72 $66,380 - $67,001	1,321 Added 8.34%	17,153 $863,000
Q2 2022 Aug 12, 2022	BUY	$50.42 - $50.72 $798,249 - $802,999	15,832 New	15,832 $802,000
Q1 2022 May 16, 2022	SELL	$50.56 - $51.05 $296,938 - $299,816	-5,873 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$51.03 - $51.1 $299,699 - $300,110	5,873 New	5,873 $300,000

Others Institutions Holding JMST

# of Institutions

530

Shares Held

53.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Core Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History