Gradient Investments LLC Jp Morgan Ultra Short Mun Inco Transaction History

Gradient Investments LLC

$4.68 Billion
Q3 2025

A detailed history of Gradient Investments LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Gradient Investments LLC holds 145,763 shares of JMST stock, worth $7.42 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

145,763

Previous 96,358 51.27%

Holding current value

$7.42 Million

Previous $4.91 Million 51.63%

% of portfolio

0.16%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$50.81 - $51.07 $2.51 Million - $2.52 Million	49,405 Added 51.27%	145,763 $7.44 Million
Q2 2025 Jul 08, 2025	BUY	$50.52 - $50.92 $2.38 Million - $2.4 Million	47,115 Added 95.68%	96,358 $4.91 Million
Q1 2025 Apr 09, 2025	BUY	$50.72 - $50.92 $2.5 Million - $2.51 Million	49,243 New	49,243 $2.5 Million
Q1 2023 Apr 17, 2023	BUY	$50.47 - $50.79 $807 - $812	16 Added 1.38%	1,175 $59,000
Q4 2022 Jan 10, 2023	SELL	$50.24 - $50.61 $25,622 - $25,811	-510 Reduced 30.56%	1,159 $0

Q3 2022 Oct 14, 2022	SELL	$50.25 - $50.72 $1,909 - $1,927	-38 Reduced 2.23%	1,669 $84,000
Q2 2022 Jul 11, 2022	SELL	$50.42 - $50.72 $48,705 - $48,995	-966 Reduced 36.14%	1,707 $86,000
Q1 2022 May 26, 2022	SELL	$50.56 - $51.05 $960 - $969	-19 Reduced 0.71%	2,673 $135,000
Q4 2021 Jan 12, 2022	SELL	$50.99 - $51.08 $121,458 - $121,672	-2,382 Reduced 46.95%	2,692 $137,000
Q3 2021 Oct 18, 2021	BUY	$51.03 - $51.1 $14,441 - $14,461	283 Added 5.91%	5,074 $259,000
Q2 2021 Jul 12, 2021	BUY	$51.02 - $51.09 $16,887 - $16,910	331 Added 7.42%	4,791 $245,000
Q1 2021 Apr 21, 2021	BUY	$51.0 - $51.08 $24,327 - $24,365	477 Added 11.98%	4,460 $228,000
Q4 2020 Jan 08, 2021	SELL	$50.98 - $51.08 $7,545 - $7,559	-148 Reduced 3.58%	3,983 $203,000
Q3 2020 Oct 06, 2020	BUY	$50.93 - $51.06 $74,612 - $74,802	1,465 Added 54.95%	4,131 $211,000
Q2 2020 Jul 10, 2020	BUY	$50.01 - $50.99 $133,326 - $135,939	2,666 New	2,666 $136,000

Others Institutions Holding JMST

# of Institutions

555

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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Gradient Investments LLC Jp Morgan Ultra Short Mun Inco Transaction History