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

Great Point Wealth Advisors, LLC

$497 Million
Q3 2025

A detailed history of Great Point Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 138,940 shares of JMST stock, worth $7.07 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

138,940

Previous 156,687 11.33%

Holding current value

$7.07 Million

Previous $7.97 Million 11.0%

% of portfolio

1.43%

Previous 1.75%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$50.81 - $51.07 $901,725 - $906,339	-17,747 Reduced 11.33%	138,940 $7.09 Million
Q1 2025 Apr 28, 2025	BUY	$50.72 - $50.92 $4,666 - $4,684	92 Added 0.06%	156,687 $7.97 Million
Q4 2024 Jan 24, 2025	BUY	$50.67 - $50.9 $113,906 - $114,423	2,248 Added 1.46%	156,595 $7.94 Million
Q3 2024 Oct 18, 2024	SELL	$50.61 - $50.96 $279,923 - $281,859	-5,531 Reduced 3.46%	154,347 $7.86 Million
Q2 2024 Jul 29, 2024	BUY	$50.57 - $50.75 $117,271 - $117,689	2,319 Added 1.47%	159,878 $8.11 Million
Q1 2024 May 09, 2024	BUY	$50.62 - $50.84 $7.98 Million - $8.01 Million	157,559 New	157,559 $7.99 Million

Others Institutions Holding JMST

# of Institutions

553

Shares Held

60.7M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

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