Geneos Wealth Management Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 104,943 shares of JMST stock, worth $5.34 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

104,943

Previous 40,943 156.31%

Holding current value

$5.34 Million

Previous $2.08 Million 157.01%

% of portfolio

0.14%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$50.81 - $51.07 $3.25 Million - $3.27 Million	64,000 Added 156.31%	104,943 $5.36 Million
Q2 2025 Aug 18, 2025	BUY	$50.52 - $50.92 $1.55 Million - $1.56 Million	30,695 Added 299.52%	40,943 $2.08 Million
Q1 2025 May 21, 2025	SELL	$50.72 - $50.92 $891,150 - $894,664	-17,570 Reduced 63.16%	10,248 $521,000
Q1 2025 May 07, 2025	BUY	$50.72 - $50.92 $891,150 - $894,664	17,570 Added 171.45%	27,818 $1.41 Million
Q4 2024 Jan 21, 2025	BUY	$50.67 - $50.9 $358,996 - $360,626	7,085 Added 224.0%	10,248 $519,000

Q2 2024 Jul 23, 2024	BUY	$50.57 - $50.75 $159,952 - $160,522	3,163 New	3,163 $160,000

Others Institutions Holding JMST

# of Institutions

551

Shares Held

60.6M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Jp Morgan Ultra Short Mun Inco Transaction History