Us Advisors Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Us Advisors Wealth Management, LLC

$290 Million
Q3 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 30,264 shares of JMST stock, worth $1.54 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

30,264

Previous 22,550 34.21%

Holding current value

$1.54 Million

Previous $1.15 Million 34.49%

% of portfolio

0.53%

Previous 0.43%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$50.81 - $51.07 $391,948 - $393,953	7,714 Added 34.21%	30,264 $1.54 Million
Q2 2025 Jul 22, 2025	SELL	$50.52 - $50.92 $5,102 - $5,142	-101 Reduced 0.45%	22,550 $1.15 Million
Q1 2025 May 06, 2025	BUY	$50.72 - $50.92 $154,848 - $155,458	3,053 Added 15.58%	22,651 $1.15 Million
Q4 2024 Jan 23, 2025	BUY	$50.67 - $50.9 $272,097 - $273,333	5,370 Added 37.74%	19,598 $993,000
Q3 2024 Nov 07, 2024	BUY	$50.61 - $50.96 $40,538 - $40,818	801 Added 5.97%	14,228 $724,000

Q2 2024 Aug 06, 2024	BUY	$50.57 - $50.75 $21,795 - $21,873	431 Added 3.32%	13,427 $681,000
Q1 2024 May 02, 2024	BUY	$50.62 - $50.84 $42,217 - $42,400	834 Added 6.86%	12,996 $659,000
Q4 2023 Feb 12, 2024	SELL	$50.29 - $50.88 $39,025 - $39,482	-776 Reduced 6.0%	12,162 $617,000
Q3 2023 Nov 09, 2023	SELL	$50.45 - $50.66 $11,855 - $11,905	-235 Reduced 1.78%	12,938 $652,000
Q2 2023 Aug 01, 2023	BUY	$50.49 - $50.76 $72,402 - $72,789	1,434 Added 12.22%	13,173 $667,000
Q1 2023 Apr 13, 2023	SELL	$50.47 - $50.79 $29,272 - $29,458	-580 Reduced 4.71%	11,739 $596,000
Q4 2022 Feb 10, 2023	BUY	$50.24 - $50.61 $292,798 - $294,955	5,828 Added 89.79%	12,319 $623,000
Q3 2022 Nov 14, 2022	BUY	$50.25 - $50.72 $326,172 - $329,223	6,491 New	6,491 $326,000

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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Us Advisors Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History