Gradient Capital Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Gradient Capital Advisors, LLC

$358 Million
Q3 2025

A detailed history of Gradient Capital Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 10,767 shares of JMST stock, worth $548,255. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,767

Previous 10,767 -0.0%

Holding current value

$548,255

Previous $548,000 0.18%

% of portfolio

0.15%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$50.52 - $50.92 $15,004 - $15,123	-297 Reduced 2.68%	10,767 $548,000
Q1 2025 May 02, 2025	BUY	$50.72 - $50.92 $148,964 - $149,552	2,937 Added 36.14%	11,064 $562,000
Q4 2024 Jan 29, 2025	BUY	$50.67 - $50.9 $16,873 - $16,949	333 Added 4.27%	8,127 $412,000
Q3 2024 Oct 16, 2024	SELL	$50.61 - $50.96 $276,431 - $278,343	-5,462 Reduced 41.2%	7,794 $397,000
Q1 2024 Apr 17, 2024	SELL	$50.62 - $50.84 $119,513 - $120,033	-2,361 Reduced 15.12%	13,256 $672,000

Q4 2023 Jan 31, 2024	SELL	$50.29 - $50.88 $241,291 - $244,122	-4,798 Reduced 23.5%	15,617 $792,000
Q3 2023 Oct 24, 2023	SELL	$50.45 - $50.66 $65,484 - $65,756	-1,298 Reduced 5.98%	20,415 $1.03 Million
Q2 2023 Jul 18, 2023	SELL	$50.49 - $50.76 $70,433 - $70,810	-1,395 Reduced 6.04%	21,713 $1.1 Million
Q1 2023 Apr 17, 2023	SELL	$50.47 - $50.79 $642,735 - $646,810	-12,735 Reduced 35.53%	23,108 $1.17 Million
Q4 2022 Feb 03, 2023	SELL	$50.24 - $50.61 $211,359 - $212,916	-4,207 Reduced 10.5%	35,843 $1.81 Million
Q3 2022 Nov 04, 2022	SELL	$50.25 - $50.72 $93,666 - $94,542	-1,864 Reduced 4.45%	40,050 $2.02 Million
Q2 2022 Jul 18, 2022	BUY	$50.42 - $50.72 $424,485 - $427,011	8,419 Added 25.14%	41,914 $2.12 Million
Q1 2022 Apr 29, 2022	BUY	$50.56 - $51.05 $421,164 - $425,246	8,330 Added 33.1%	33,495 $1.7 Million
Q4 2021 Jan 31, 2022	BUY	$50.99 - $51.08 $641,505 - $642,637	12,581 Added 99.98%	25,165 $1.29 Million
Q3 2021 Nov 02, 2021	SELL	$51.03 - $51.1 $59,807 - $59,889	-1,172 Reduced 8.52%	12,584 $643,000
Q1 2021 Apr 21, 2021	BUY	$51.0 - $51.08 $471,699 - $472,438	9,249 Added 205.21%	13,756 $702,000
Q4 2020 Jan 20, 2021	BUY	$50.98 - $51.08 $229,766 - $230,217	4,507 New	4,507 $230,000

Others Institutions Holding JMST

# of Institutions

556

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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Gradient Capital Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History