Modern Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Modern Wealth Management, LLC holds 59,212 shares of JMST stock, worth $3.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

59,212

Previous 61,452 3.65%

Holding current value

$3.02 Million

Previous $3.13 Million 96486.9%

% of portfolio

0.06%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$50.81 - $51.07 $113,814 - $114,396	-2,240 Reduced 3.65%	59,212 $3.02 Billion
Q2 2025 Aug 14, 2025	SELL	$50.52 - $50.92 $385,113 - $388,163	-7,623 Reduced 11.04%	61,452 $3.13 Million
Q1 2025 May 15, 2025	SELL	$50.72 - $50.92 $31,902 - $32,028	-629 Reduced 0.9%	69,075 $3.51 Billion
Q4 2024 May 30, 2025	BUY	$50.67 - $50.9 $26,399 - $26,518	521 Added 0.75%	69,596 $3.53 Million
Q4 2024 May 29, 2025	BUY	$50.67 - $50.9 $26,399 - $26,518	521 Added 0.75%	69,596 $3.53 Million

Q4 2024 Feb 11, 2025	SELL	$50.67 - $50.9 $25,132 - $25,246	-496 Reduced 0.71%	69,704 $3.54 Billion
Q3 2024 May 30, 2025	BUY	$50.61 - $50.96 $56,936 - $57,330	1,125 Added 1.63%	70,200 $3.58 Million
Q3 2024 May 29, 2025	BUY	$50.61 - $50.96 $56,936 - $57,330	1,125 Added 1.63%	70,200 $3.58 Million
Q3 2024 Nov 05, 2024	SELL	$50.61 - $50.96 $146,262 - $147,274	-2,890 Reduced 3.95%	70,200 $3.58 Billion
Q2 2024 May 29, 2025	BUY	$50.57 - $50.75 $203,038 - $203,761	4,015 Added 5.81%	73,090 $3.71 Million
Q2 2024 Aug 07, 2024	SELL	$50.57 - $50.75 $98,004 - $98,353	-1,938 Reduced 2.58%	73,090 $3.71 Billion
Q1 2024 May 28, 2025	BUY	$50.62 - $50.84 $309,136 - $310,479	6,107 Added 8.84%	75,182 $3.81 Billion
Q1 2024 May 13, 2024	SELL	$50.62 - $50.84 $290,761 - $292,024	-5,744 Reduced 7.11%	75,028 $3.8 Billion
Q4 2023 May 28, 2025	BUY	$50.29 - $50.88 $588,242 - $595,143	11,697 Added 16.93%	80,772 $4.1 Billion
Q4 2023 Feb 14, 2024	BUY	$50.29 - $50.88 $4.06 Million - $4.11 Million	80,772 New	80,772 $4.1 Billion

Others Institutions Holding JMST

# of Institutions

551

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Modern Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History