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

Lineweaver Wealth Advisors, LLC

$559 Million
Q2 2025

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 18,934 shares of JMST stock, worth $964,876. This represents 0.17% of its overall portfolio holdings.

Number of Shares

18,934

Previous 17,619 7.46%

Holding current value

$964,876

Previous $895,000 7.71%

% of portfolio

0.17%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$50.52 - $50.92 $66,433 - $66,959	1,315 Added 7.46%	18,934 $964,000
Q1 2025 May 02, 2025	BUY	$50.72 - $50.92 $109,960 - $110,394	2,168 Added 14.03%	17,619 $895,000
Q4 2024 Feb 04, 2025	BUY	$50.67 - $50.9 $87,861 - $88,260	1,734 Added 12.64%	15,451 $783,000
Q3 2024 Oct 24, 2024	BUY	$50.61 - $50.96 $34,769 - $35,009	687 Added 5.27%	13,717 $698,000
Q2 2024 Aug 01, 2024	BUY	$50.57 - $50.75 $88,446 - $88,761	1,749 Added 15.5%	13,030 $661,000
Q1 2024 Apr 30, 2024	BUY	$50.62 - $50.84 $121,032 - $121,558	2,391 Added 26.9%	11,281 $572,000
Q4 2023 Jan 19, 2024	BUY	$50.29 - $50.88 $447,078 - $452,323	8,890 New	8,890 $451,000

Others Institutions Holding JMST

# of Institutions

541

Shares Held

55.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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