Lifelong Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Lifelong Wealth Advisors, Inc.

  • $301 Billion
  • Q2 2025

A detailed history of Lifelong Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 14,265 shares of JMST stock, worth $726,516. This represents 0.24% of its overall portfolio holdings.

Number of Shares
14,265
Previous 20,811 31.45%
Holding current value
$726,516
Previous $1.06 Billion 31.36%
% of portfolio
0.24%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$50.52 - $50.92 $330,703 - $333,322
-6,546 Reduced 31.45%
14,265 $726 Million
Q1 2025

Apr 23, 2025
SELL
$50.72 - $50.92 $134,610 - $135,141
-2,654 Reduced 11.31%
20,811 $1.06 Billion
Q4 2024

Feb 13, 2025
BUY
$50.67 - $50.9 $1.19 Million - $1.19 Million
23,465 New
23,465 $1.19 Billion

Others Institutions Holding JMST

# of Institutions
540
Shares Held
55.5M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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