Marion Wealth Management Jp Morgan Ultra Short Mun Inco Transaction History

Marion Wealth Management

  • $392 Million
  • Q2 2025

A detailed history of Marion Wealth Management transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Marion Wealth Management holds 12,845 shares of JMST stock, worth $654,195. This represents 0.17% of its overall portfolio holdings.

Number of Shares
12,845
Previous 9,842 30.51%
Holding current value
$654,195
Previous $500,000 30.8%
% of portfolio
0.17%
Previous 0.13%

Shares

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

Aug 05, 2025
BUY
$50.52 - $50.92 $151,711 - $152,912
3,003 Added 30.51%
12,845 $654,000
Q1 2025

Apr 08, 2025
BUY
$50.72 - $50.92 $109,352 - $109,783
2,156 Added 28.05%
9,842 $500,000
Q4 2024

Jan 13, 2025
BUY
$50.67 - $50.9 $93,688 - $94,114
1,849 Added 31.68%
7,686 $389,000
Q3 2024

Oct 07, 2024
BUY
$50.61 - $50.96 $72,271 - $72,770
1,428 Added 32.39%
5,837 $297,000
Q2 2024

Jul 09, 2024
BUY
$50.57 - $50.75 $222,963 - $223,756
4,409 New
4,409 $223,000

Others Institutions Holding JMST

# of Institutions
543
Shares Held
55.8M
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
Track This Portfolio

Track Marion Wealth Management Portfolio

Follow Marion Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marion Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Marion Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email