Philip James Wealth Mangement, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Philip James Wealth Mangement, LLC

$857 Billion
Q3 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 45,987 shares of JMST stock, worth $2.34 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

45,987

Previous 33,648 36.67%

Holding current value

$2.34 Million

Previous $1.71 Billion 37.0%

% of portfolio

0.27%

Previous 0.22%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$50.81 - $51.07 $626,944 - $630,152	12,339 Added 36.67%	45,987 $2.35 Billion
Q2 2025 Jul 18, 2025	BUY	$50.52 - $50.92 $5,456 - $5,499	108 Added 0.32%	33,648 $1.71 Billion
Q1 2025 Apr 24, 2025	BUY	$50.72 - $50.92 $168,187 - $168,850	3,316 Added 10.97%	33,540 $1.71 Billion
Q4 2024 Jan 31, 2025	BUY	$50.67 - $50.9 $155,252 - $155,957	3,064 Added 11.28%	30,224 $1.53 Billion
Q3 2024 Oct 31, 2024	BUY	$50.61 - $50.96 $1.02 Million - $1.02 Million	20,056 Added 282.32%	27,160 $1.38 Billion

Q2 2024 Jul 23, 2024	BUY	$50.57 - $50.75 $359,249 - $360,528	7,104 New	7,104 $360 Million

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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Philip James Wealth Mangement, LLC Jp Morgan Ultra Short Mun Inco Transaction History