Vertex Planning Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 75,968 shares of JMST stock, worth $3.87 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
75,968
Previous 56,442 34.59%
Holding current value
$3.87 Million
Previous $2.87 Billion 34.91%
% of portfolio
0.74%
Previous 0.6%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
BUY
$50.81 - $51.07 $992,116 - $997,192
19,526 Added 34.59%
75,968 $3.88 Billion
Q2 2025

Aug 13, 2025
BUY
$50.52 - $50.92 $274,525 - $276,699
5,434 Added 10.65%
56,442 $2.87 Billion
Q1 2025

May 14, 2025
BUY
$50.72 - $50.92 $125,937 - $126,434
2,483 Added 5.12%
51,008 $2.59 Billion
Q4 2024

Feb 12, 2025
SELL
$50.67 - $50.9 $66,681 - $66,984
-1,316 Reduced 2.64%
48,525 $2.46 Billion
Q3 2024

Nov 07, 2024
SELL
$50.61 - $50.96 $84,923 - $85,510
-1,678 Reduced 3.26%
49,841 $2.54 Billion
Q2 2024

Aug 13, 2024
SELL
$50.57 - $50.75 $380,792 - $382,147
-7,530 Reduced 12.75%
51,519 $2.61 Billion
Q1 2024

May 13, 2024
BUY
$50.62 - $50.84 $96,026 - $96,443
1,897 Added 3.32%
59,049 $3 Billion
Q4 2023

Feb 14, 2024
BUY
$50.29 - $50.88 $395,832 - $400,476
7,871 Added 15.97%
57,152 $2.9 Billion
Q3 2023

Nov 14, 2023
SELL
$50.45 - $50.66 $591,879 - $594,343
-11,732 Reduced 19.23%
49,281 $2.49 Billion
Q2 2023

Aug 14, 2023
SELL
$50.49 - $50.76 $921,089 - $926,014
-18,243 Reduced 23.02%
61,013 $3.09 Billion
Q1 2023

May 16, 2023
BUY
$50.47 - $50.79 $811,355 - $816,500
16,076 Added 25.44%
79,256 $4.03 Billion
Q4 2022

Feb 06, 2023
BUY
$50.24 - $50.61 $3.17 Million - $3.2 Million
63,180 New
63,180 $3.19 Billion

Others Institutions Holding JMST

# of Institutions
551
Shares Held
60.6M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
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