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

Lifelong Wealth Advisors, Inc.

  • $336 Billion
  • Q3 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 13,623 shares of JMST stock, worth $693,683. This represents 0.21% of its overall portfolio holdings.

Number of Shares
13,623
Previous 14,265 4.5%
Holding current value
$693,683
Previous $726 Million 4.28%
% of portfolio
0.21%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$50.81 - $51.07 $32,620 - $32,786
-642 Reduced 4.5%
13,623 $695 Million
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
551
Shares Held
60.6M
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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