Evergreen Wealth Solutions, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Evergreen Wealth Solutions, LLC

$170 Million
Q3 2025

A detailed history of Evergreen Wealth Solutions, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 71,835 shares of JMST stock, worth $3.66 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

71,835

Previous 80,268 10.51%

Holding current value

$3.66 Million

Previous $4.09 Million 10.3%

% of portfolio

2.15%

Previous 2.55%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$50.81 - $51.07 $428,480 - $430,673	-8,433 Reduced 10.51%	71,835 $3.67 Million
Q2 2025 Aug 14, 2025	SELL	$50.52 - $50.92 $191,976 - $193,496	-3,800 Reduced 4.52%	80,268 $4.09 Million
Q1 2025 May 14, 2025	BUY	$50.72 - $50.92 $2.39 Million - $2.4 Million	47,210 Added 128.09%	84,068 $4.27 Million
Q4 2024 Feb 14, 2025	BUY	$50.67 - $50.9 $975,752 - $980,181	19,257 Added 109.41%	36,858 $1.87 Million
Q3 2024 Nov 14, 2024	SELL	$50.61 - $50.96 $123,285 - $124,138	-2,436 Reduced 12.16%	17,601 $896,000

Q2 2024 Aug 14, 2024	SELL	$50.57 - $50.75 $380,994 - $382,350	-7,534 Reduced 27.33%	20,037 $1.02 Million
Q1 2024 May 15, 2024	SELL	$50.62 - $50.84 $852,896 - $856,603	-16,849 Reduced 37.93%	27,571 $1.4 Million
Q4 2023 Feb 07, 2024	BUY	$50.29 - $50.88 $1.22 Million - $1.23 Million	24,219 Added 119.89%	44,420 $2.25 Million
Q3 2023 Nov 13, 2023	BUY	$50.45 - $50.66 $9,837 - $9,878	195 Added 0.97%	20,201 $1.02 Million
Q2 2023 Aug 11, 2023	SELL	$50.49 - $50.76 $267,445 - $268,875	-5,297 Reduced 20.93%	20,006 $1.01 Million
Q1 2023 May 12, 2023	BUY	$50.47 - $50.79 $263,806 - $265,479	5,227 Added 26.04%	25,303 $1.29 Million
Q4 2022 Feb 14, 2023	SELL	$50.24 - $50.61 $730,941 - $736,324	-14,549 Reduced 42.02%	20,076 $1.02 Million
Q3 2022 Nov 14, 2022	SELL	$50.25 - $50.72 $835,406 - $843,220	-16,625 Reduced 32.44%	34,625 $1.74 Million
Q2 2022 Aug 15, 2022	BUY	$50.42 - $50.72 $2.58 Million - $2.6 Million	51,250 New	51,250 $2.6 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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Evergreen Wealth Solutions, LLC Jp Morgan Ultra Short Mun Inco Transaction History