Phoenix Wealth Advisors Jp Morgan Ultra Short Mun Inco Transaction History

Phoenix Wealth Advisors

  • $235 Million
  • Q2 2025

A detailed history of Phoenix Wealth Advisors transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Phoenix Wealth Advisors holds 182,646 shares of JMST stock, worth $9.3 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares
182,646
Previous 180,633 1.11%
Holding current value
$9.3 Million
Previous $9.19 Million 1.25%
% of portfolio
3.96%
Previous 4.04%

Shares

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

Aug 08, 2025
BUY
$50.52 - $50.92 $101,696 - $102,501
2,013 Added 1.11%
182,646 $9.3 Million
Q1 2025

May 14, 2025
SELL
$50.72 - $50.92 $89,470 - $89,822
-1,764 Reduced 0.97%
180,633 $9.19 Million
Q4 2024

Jan 17, 2025
SELL
$50.67 - $50.9 $96,526 - $96,964
-1,905 Reduced 1.03%
182,397 $9.25 Million
Q3 2024

Nov 08, 2024
BUY
$50.61 - $50.96 $9.33 Million - $9.39 Million
184,302 New
184,302 $9.39 Million

Others Institutions Holding JMST

# of Institutions
543
Shares Held
58.8M
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
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