Sequoia Financial Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Sequoia Financial Advisors, LLC

$13 Billion
Q2 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 161,716 shares of JMST stock, worth $8.24 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

161,716

Previous 163,984 1.38%

Holding current value

$8.24 Million

Previous $8.34 Million 1.25%

% of portfolio

0.06%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$50.52 - $50.92 $114,579 - $115,486	-2,268 Reduced 1.38%	161,716 $8.23 Million
Q1 2025 Apr 23, 2025	SELL	$50.72 - $50.92 $304,573 - $305,774	-6,005 Reduced 3.53%	163,984 $8.34 Million
Q4 2024 Feb 07, 2025	BUY	$50.67 - $50.9 $2.43 Million - $2.44 Million	47,884 Added 39.22%	169,989 $8.62 Million
Q3 2024 Oct 21, 2024	SELL	$50.61 - $50.96 $695,533 - $700,343	-13,743 Reduced 10.12%	122,105 $6.22 Million
Q2 2024 Jul 15, 2024	SELL	$50.57 - $50.75 $417,607 - $419,093	-8,258 Reduced 5.73%	135,848 $6.89 Million
Q1 2024 Apr 30, 2024	SELL	$50.62 - $50.84 $2.02 Million - $2.03 Million	-39,855 Reduced 21.66%	144,106 $7.31 Million
Q4 2023 Jan 25, 2024	SELL	$50.29 - $50.88 $21.2 Million - $21.4 Million	-421,212 Reduced 69.6%	183,961 $9.33 Million
Q3 2023 Nov 08, 2023	SELL	$50.45 - $50.66 $1.04 Million - $1.04 Million	-20,606 Reduced 3.29%	605,173 $30.5 Million
Q2 2023 Aug 08, 2023	SELL	$50.49 - $50.76 $454,258 - $456,687	-8,997 Reduced 1.42%	625,779 $31.7 Million
Q1 2023 Apr 24, 2023	SELL	$50.47 - $50.79 $2.43 Million - $2.44 Million	-48,068 Reduced 7.04%	634,776 $32.2 Million
Q4 2022 Feb 10, 2023	SELL	$50.24 - $50.61 $14,067 - $14,170	-280 Reduced 0.04%	682,844 $34.5 Million
Q4 2022 Jan 17, 2023	BUY	$50.24 - $50.61 $7.25 Million - $7.3 Million	144,281 Added 26.78%	683,124 $0
Q3 2022 Oct 26, 2022	BUY	$50.25 - $50.72 $646,466 - $652,512	12,865 Added 2.45%	538,843 $27.1 Million
Q2 2022 Jul 22, 2022	BUY	$50.42 - $50.72 $4.53 Million - $4.56 Million	89,882 Added 20.61%	525,978 $26.6 Million
Q1 2022 May 13, 2022	BUY	$50.56 - $51.05 $22 Million - $22.3 Million	436,096 New	436,096 $22.1 Million

Others Institutions Holding JMST

# of Institutions

537

Shares Held

54.8M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Sequoia Financial Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History