Mbm Wealth Consultants, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Mbm Wealth Consultants, LLC

$324 Million
Q1 2025

A detailed history of Mbm Wealth Consultants, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 244,613 shares of JMST stock, worth $12.4 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares

244,613

Previous 253,042 3.33%

Holding current value

$12.4 Million

Previous $12.8 Million 3.06%

% of portfolio

3.84%

Previous 3.98%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$50.72 - $50.92 $427,518 - $429,204	-8,429 Reduced 3.33%	244,613 $12.4 Million
Q4 2024 Jan 17, 2025	SELL	$50.67 - $50.9 $658,760 - $661,750	-13,001 Reduced 4.89%	253,042 $12.8 Million
Q3 2024 Oct 07, 2024	BUY	$50.61 - $50.96 $397,642 - $400,392	7,857 Added 3.04%	266,043 $13.6 Million
Q2 2024 Jul 30, 2024	BUY	$50.57 - $50.75 $1.71 Million - $1.71 Million	33,742 Added 15.03%	258,186 $13.1 Million
Q1 2024 Apr 18, 2024	BUY	$50.62 - $50.84 $191,191 - $192,022	3,777 Added 1.71%	224,444 $11.4 Million
Q4 2023 Jan 30, 2024	SELL	$50.29 - $50.88 $477,905 - $483,512	-9,503 Reduced 4.13%	220,667 $11.2 Million
Q3 2023 Oct 19, 2023	SELL	$50.45 - $50.66 $2.15 Million - $2.16 Million	-42,589 Reduced 15.61%	230,170 $11.6 Million
Q2 2023 Jul 24, 2023	SELL	$50.49 - $50.76 $4.07 Million - $4.09 Million	-80,664 Reduced 22.82%	272,759 $13.8 Million
Q4 2022 Feb 15, 2023	SELL	$50.24 - $50.61 $567,511 - $571,690	-11,296 Reduced 3.1%	353,423 $17.9 Million
Q3 2022 Oct 24, 2022	BUY	$50.25 - $50.72 $767,116 - $774,291	15,266 Added 4.37%	364,719 $18.3 Million
Q2 2022 Aug 15, 2022	BUY	$50.42 - $50.72 $17.6 Million - $17.7 Million	349,453 New	349,453 $17.7 Million

Others Institutions Holding JMST

# of Institutions

530

Shares Held

53.3M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Mbm Wealth Consultants, LLC Jp Morgan Ultra Short Mun Inco Transaction History