Lido Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Lido Advisors, LLC

$31.4 Billion
Q3 2025

A detailed history of Lido Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lido Advisors, LLC holds 303,824 shares of JMST stock, worth $15.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

303,824

Previous 330,535 8.08%

Holding current value

$15.5 Million

Previous $16.8 Million 7.86%

% of portfolio

0.05%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$50.81 - $51.07 $1.36 Million - $1.36 Million	-26,711 Reduced 8.08%	303,824 $15.5 Million
Q2 2025 Aug 13, 2025	BUY	$50.52 - $50.92 $2.03 Million - $2.05 Million	40,205 Added 13.85%	330,535 $16.8 Million
Q1 2025 May 15, 2025	BUY	$50.72 - $50.92 $9.06 Million - $9.1 Million	178,678 Added 160.03%	290,330 $14.8 Million
Q4 2024 Feb 14, 2025	BUY	$50.67 - $50.9 $5.66 Million - $5.68 Million	111,652 New	111,652 $5.66 Million
Q4 2023 Feb 14, 2024	SELL	$50.29 - $50.88 $203,423 - $205,809	-4,045 Reduced 35.4%	7,383 $374,000

Q3 2023 Nov 14, 2023	SELL	$50.45 - $50.66 $690,963 - $693,839	-13,696 Reduced 54.51%	11,428 $576,000
Q2 2023 Aug 09, 2023	BUY	$50.49 - $50.76 $395,488 - $397,603	7,833 Added 45.3%	25,124 $1.27 Million
Q1 2023 May 15, 2023	BUY	$50.47 - $50.79 $143,334 - $144,243	2,840 Added 19.65%	17,291 $878,000
Q1 2022 May 17, 2022	SELL	$50.56 - $51.05 $83,980 - $84,794	-1,661 Reduced 10.31%	14,451 $731,000
Q4 2021 Feb 15, 2022	SELL	$50.99 - $51.08 $848,473 - $849,971	-16,640 Reduced 50.81%	16,112 $822,000
Q3 2021 Feb 15, 2022	SELL	$51.03 - $51.1 $4.32 Million - $4.33 Million	-84,642 Reduced 72.1%	32,752 $1.67 Million
Q3 2021 Nov 12, 2021	BUY	$51.03 - $51.1 $5.19 Million - $5.2 Million	101,768 Added 651.27%	117,394 $1.67 Million
Q2 2021 Aug 12, 2021	SELL	$51.02 - $51.09 $1.44 Million - $1.44 Million	-28,202 Reduced 64.35%	15,626 $798,000
Q1 2021 May 13, 2021	BUY	$51.0 - $51.08 $1.5 Million - $1.5 Million	29,377 Added 203.29%	43,828 $2.24 Million
Q4 2020 Feb 08, 2021	BUY	$50.98 - $51.08 $736,711 - $738,157	14,451 New	14,451 $737,000

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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Lido Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History