Helen Stephens Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Helen Stephens Group, LLC

$463 Million
Q4 2025

A detailed history of Helen Stephens Group, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Helen Stephens Group, LLC holds 99,648 shares of JMST stock, worth $5.07 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

99,648

Previous 71,787 38.81%

Holding current value

$5.07 Million

Previous $3.66 Million 38.48%

% of portfolio

1.1%

Previous 0.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 05, 2026	BUY	$50.85 - $51.0 $1.42 Million - $1.42 Million	27,861 Added 38.81%	99,648 $5.07 Million
Q3 2025 Oct 02, 2025	BUY	$50.81 - $51.07 $1 Million - $1.01 Million	19,684 Added 37.78%	71,787 $3.66 Million
Q2 2025 Jul 02, 2025	SELL	$50.52 - $50.92 $392,540 - $395,648	-7,770 Reduced 12.98%	52,103 $2.65 Million
Q1 2025 Apr 23, 2025	BUY	$50.72 - $50.92 $304,472 - $305,672	6,003 Added 11.14%	59,873 $3.04 Million
Q4 2024 Jan 15, 2025	BUY	$50.67 - $50.9 $330,824 - $332,326	6,529 Added 13.79%	53,870 $2.73 Million

Q3 2024 Oct 08, 2024	BUY	$50.61 - $50.96 $1.31 Million - $1.32 Million	25,913 Added 120.93%	47,341 $2.41 Million
Q2 2024 Jul 10, 2024	BUY	$50.57 - $50.75 $560,467 - $562,462	11,083 Added 107.13%	21,428 $1.09 Million
Q1 2024 Apr 17, 2024	BUY	$50.62 - $50.84 $217,716 - $218,662	4,301 Added 71.16%	10,345 $524,000
Q4 2023 Jan 16, 2024	BUY	$50.29 - $50.88 $303,952 - $307,518	6,044 New	6,044 $306,000

Others Institutions Holding JMST

# of Institutions

551

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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Helen Stephens Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History