Transform Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Transform Wealth, LLC holds 108,104 shares of JMST stock, worth $5.5 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

108,104

Previous 311,868 65.34%

Holding current value

$5.5 Million

Previous $15.8 Million 65.26%

% of portfolio

0.34%

Previous 0.9%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$50.72 - $50.92 $10.3 Million - $10.4 Million	-203,764 Reduced 65.34%	108,104 $5.49 Million
Q4 2024 Jan 16, 2025	BUY	$50.67 - $50.9 $6.1 Million - $6.13 Million	120,483 Added 62.95%	311,868 $15.8 Million
Q3 2024 Oct 15, 2024	BUY	$50.61 - $50.96 $5.37 Million - $5.41 Million	106,142 Added 124.52%	191,385 $9.75 Million
Q2 2024 Jul 15, 2024	SELL	$50.57 - $50.75 $2.45 Million - $2.46 Million	-48,512 Reduced 36.27%	85,243 $4.33 Million
Q1 2024 Apr 15, 2024	BUY	$50.62 - $50.84 $3.49 Million - $3.5 Million	68,870 Added 106.14%	133,755 $6.79 Million

Q4 2023 Jan 18, 2024	BUY	$50.29 - $50.88 $829,231 - $838,960	16,489 Added 34.07%	64,885 $3.29 Million
Q3 2023 Oct 10, 2023	SELL	$50.45 - $50.66 $1.92 Million - $1.93 Million	-38,036 Reduced 44.01%	48,396 $2.44 Million
Q2 2023 Jul 13, 2023	SELL	$50.49 - $50.76 $1.6 Million - $1.61 Million	-31,644 Reduced 26.8%	86,432 $4.38 Million
Q1 2023 Apr 14, 2023	BUY	$50.47 - $50.79 $4.35 Million - $4.38 Million	86,268 Added 271.21%	118,076 $6 Million
Q4 2022 Jan 12, 2023	BUY	$50.24 - $50.61 $53,254 - $53,646	1,060 Added 3.45%	31,808 $0
Q3 2022 Oct 21, 2022	SELL	$50.25 - $50.72 $573,101 - $578,461	-11,405 Reduced 27.06%	30,748 $1.55 Million
Q2 2022 Jul 15, 2022	SELL	$50.42 - $50.72 $11.6 Million - $11.6 Million	-229,618 Reduced 84.49%	42,153 $2.14 Million
Q1 2022 Apr 25, 2022	SELL	$50.56 - $51.05 $5.71 Million - $5.76 Million	-112,883 Reduced 29.35%	271,771 $13.8 Million
Q4 2021 Jan 26, 2022	BUY	$50.99 - $51.08 $819,613 - $821,059	16,074 Added 4.36%	384,654 $19.6 Million
Q3 2021 Oct 15, 2021	BUY	$51.03 - $51.1 $2.19 Million - $2.2 Million	42,997 Added 13.21%	368,580 $18.8 Million
Q2 2021 Jul 20, 2021	BUY	$51.02 - $51.09 $11.5 Million - $11.5 Million	224,476 Added 222.02%	325,583 $16.6 Million
Q1 2021 Apr 22, 2021	BUY	$51.0 - $51.08 $5.16 Million - $5.16 Million	101,107 New	101,107 $5.16 Million

Others Institutions Holding JMST

# of Institutions

550

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
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Transform Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History