Stone Point Wealth LLC Jp Morgan Ultra Short Mun Inco Transaction History

Stone Point Wealth LLC

$318 Million
Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Stone Point Wealth LLC holds 3,933 shares of JMST stock, worth $200,425. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,933

Holding current value

$200,425

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 17, 2025	BUY	$50.52 - $50.92 $198,695 - $200,268	3,933 New	3,933 $200,000

Others Institutions Holding JMST

# of Institutions

541

Shares Held

55.6M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

3.15M
Shares

$160 Million
0.13% of portfolio
Bank Of America Corp Charlotte, NC

3.07M
Shares

$156 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.71M
Shares

$138 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

1.32M
Shares

$67.5 Million
0.02% of portfolio
Resonant Capital Advisors, LLC

1.29M
Shares

$65.8 Million
4.28% of portfolio

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
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Stone Point Wealth LLC Jp Morgan Ultra Short Mun Inco Transaction History