Rooted Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History

Rooted Wealth Advisors, Inc.

$308 Million
Q3 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 21,323 shares of JMST stock, worth $1.09 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

21,323

Previous 21,213 0.52%

Holding current value

$1.09 Million

Previous $1.08 Million 0.74%

% of portfolio

0.35%

Previous 0.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$50.81 - $51.07 $5,589 - $5,617	110 Added 0.52%	21,323 $1.09 Million
Q2 2025 Jul 14, 2025	BUY	$50.52 - $50.92 $12,427 - $12,526	246 Added 1.17%	21,213 $1.08 Million
Q1 2025 Apr 08, 2025	SELL	$50.72 - $50.92 $2,383 - $2,393	-47 Reduced 0.22%	20,967 $1.07 Million
Q4 2024 Jan 30, 2025	BUY	$50.67 - $50.9 $3,445 - $3,461	68 Added 0.32%	21,014 $1.07 Million
Q3 2024 Nov 12, 2024	BUY	$50.61 - $50.96 $11,539 - $11,618	228 Added 1.1%	20,946 $1.06 Million
Q2 2024 Jul 25, 2024	BUY	$50.57 - $50.75 $344,634 - $345,861	6,815 Added 49.02%	20,718 $1.05 Million
Q1 2024 Apr 17, 2024	BUY	$50.62 - $50.84 $9,516 - $9,557	188 Added 1.37%	13,903 $703,000
Q4 2023 Feb 07, 2024	BUY	$50.29 - $50.88 $689,727 - $697,819	13,715 New	13,715 $695,000

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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Rooted Wealth Advisors, Inc. Jp Morgan Ultra Short Mun Inco Transaction History