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

Fsm Wealth Advisors, LLC

$690 Million
Q3 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 599,426 shares of JMST stock, worth $30.5 Million. This represents 4.43% of its overall portfolio holdings.

Number of Shares

599,426

Previous 591,934 1.27%

Holding current value

$30.5 Million

Previous $30.1 Million 1.5%

% of portfolio

4.43%

Previous 5.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$50.81 - $51.07 $380,668 - $382,616	7,492 Added 1.27%	599,426 $30.6 Million
Q2 2025 Jul 30, 2025	SELL	$50.52 - $50.92 $178,083 - $179,493	-3,525 Reduced 0.59%	591,934 $30.1 Million
Q1 2025 Apr 28, 2025	BUY	$50.72 - $50.92 $31,497 - $31,621	621 Added 0.1%	595,459 $30.3 Million
Q4 2024 Jan 24, 2025	BUY	$50.67 - $50.9 $57,763 - $58,026	1,140 Added 0.19%	594,838 $30.2 Million
Q3 2024 Oct 30, 2024	BUY	$50.61 - $50.96 $26.2 Million - $26.4 Million	517,187 Added 675.96%	593,698 $30.2 Million
Q2 2024 Jul 12, 2024	BUY	$50.57 - $50.75 $224,733 - $225,533	4,444 Added 6.17%	76,511 $3.88 Million
Q1 2024 May 14, 2024	BUY	$50.62 - $50.84 $212,705 - $213,629	4,202 Added 6.19%	72,067 $3.66 Million
Q4 2023 May 14, 2024	BUY	$50.29 - $50.88 $22,982 - $23,252	457 Added 0.68%	67,865 $3.44 Million
Q3 2023 Nov 14, 2023	BUY	$50.45 - $50.66 $531,087 - $533,297	10,527 Added 18.51%	67,408 $3.4 Million
Q2 2023 Jul 12, 2023	BUY	$50.49 - $50.76 $514,240 - $516,990	10,185 Added 21.81%	56,881 $2.88 Million
Q1 2023 Apr 24, 2023	BUY	$50.47 - $50.79 $569,705 - $573,317	11,288 Added 31.88%	46,696 $2.37 Million
Q4 2022 Jan 19, 2023	BUY	$50.24 - $50.61 $147,906 - $148,995	2,944 Added 9.07%	35,408 $0
Q3 2022 Oct 24, 2022	BUY	$50.25 - $50.72 $180,950 - $182,642	3,601 Added 12.48%	32,464 $1.63 Million
Q2 2022 Aug 12, 2022	BUY	$50.42 - $50.72 $1.46 Million - $1.46 Million	28,863 New	28,863 $1.46 Million

Others Institutions Holding JMST

# of Institutions

554

Shares Held

60.7M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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