Forvis Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Forvis Wealth Advisors, LLC

$4.75 Billion
Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 23,079 shares of JMST stock, worth $1.18 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

23,079

Previous 4,524 410.15%

Holding current value

$1.18 Million

Previous $230,000 411.74%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$50.81 - $51.07 $942,779 - $947,603	18,555 Added 410.15%	23,079 $1.18 Million
Q2 2025 Jul 29, 2025	BUY	$50.52 - $50.92 $228,552 - $230,362	4,524 New	4,524 $230,000
Q4 2022 Feb 02, 2023	SELL	$50.24 - $50.61 $367,053 - $369,756	-7,306 Reduced 62.24%	4,432 $223,000
Q3 2022 Oct 13, 2022	BUY	$50.25 - $50.72 $269,591 - $272,112	5,365 Added 84.18%	11,738 $590,000
Q2 2022 Jul 22, 2022	SELL	$50.42 - $50.72 $1.26 Million - $1.26 Million	-24,926 Reduced 79.64%	6,373 $323,000

Q1 2022 May 10, 2022	SELL	$50.56 - $51.05 $158,505 - $160,041	-3,135 Reduced 9.1%	31,299 $1.59 Million
Q4 2021 Jan 14, 2022	BUY	$50.99 - $51.08 $857,192 - $858,705	16,811 Added 95.39%	34,434 $1.76 Million
Q3 2021 Oct 14, 2021	BUY	$51.03 - $51.1 $899,301 - $900,535	17,623 New	17,623 $900,000

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

Ticker JMST
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Forvis Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History