Mills Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History

Mills Wealth Advisors LLC

$188 Billion
Q1 2025

A detailed history of Mills Wealth Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Mills Wealth Advisors LLC holds 115,061 shares of JMST stock, worth $5.85 Million. This represents 3.11% of its overall portfolio holdings.

Number of Shares

115,061

Previous 191,808 40.01%

Holding current value

$5.85 Million

Previous $9.73 Billion 39.85%

% of portfolio

3.11%

Previous 5.53%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$50.72 - $50.92 $3.89 Million - $3.91 Million	-76,747 Reduced 40.01%	115,061 $5.85 Billion
Q4 2024 Feb 05, 2025	SELL	$50.67 - $50.9 $5.33 Million - $5.35 Million	-105,097 Reduced 35.4%	191,808 $9.73 Billion
Q3 2024 Oct 21, 2024	SELL	$50.61 - $50.96 $184,574 - $185,851	-3,647 Reduced 1.21%	296,905 $15.1 Billion
Q2 2024 Aug 08, 2024	SELL	$50.57 - $50.75 $6.79 Million - $6.81 Million	-134,183 Reduced 30.87%	300,552 $15.3 Billion
Q1 2024 Jul 03, 2024	SELL	$50.62 - $50.84 $1.46 Million - $1.47 Million	-28,867 Reduced 6.23%	434,735 $22.1 Billion
Q4 2023 Jul 03, 2024	BUY	$50.29 - $50.88 $1.55 Million - $1.57 Million	30,812 Added 7.12%	463,602 $23.5 Billion
Q3 2023 Jul 03, 2024	SELL	$50.45 - $50.66 $10.6 Million - $10.6 Million	-209,395 Reduced 32.61%	432,790 $21.8 Billion
Q2 2023 Jul 03, 2024	SELL	$50.49 - $50.76 $1.44 Million - $1.45 Million	-28,491 Reduced 4.25%	642,185 $32.5 Billion
Q1 2023 Jul 03, 2024	BUY	$50.47 - $50.79 $4.02 Million - $4.05 Million	79,741 Added 13.49%	670,676 $34.1 Billion
Q4 2022 Jul 03, 2024	BUY	$50.24 - $50.61 $29.7 Million - $29.9 Million	590,935 New	590,935 $29.9 Billion

Others Institutions Holding JMST

# of Institutions

530

Shares Held

53.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Mills Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History