Walkner Condon Financial Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History

Walkner Condon Financial Advisors LLC

  • $612 Million
  • Q3 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 32,261 shares of JMST stock, worth $1.64 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
32,261
Previous 16,634 93.95%
Holding current value
$1.64 Million
Previous $847,000 94.33%
% of portfolio
0.27%
Previous 0.16%

Shares

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

Oct 28, 2025
BUY
$50.81 - $51.07 $794,007 - $798,070
15,627 Added 93.95%
32,261 $1.65 Million
Q2 2025

Aug 06, 2025
BUY
$50.52 - $50.92 $37,586 - $37,884
744 Added 4.68%
16,634 $847,000
Q1 2025

Apr 22, 2025
BUY
$50.72 - $50.92 $77,601 - $77,907
1,530 Added 10.65%
15,890 $808,000
Q4 2024

Jan 29, 2025
SELL
$50.67 - $50.9 $52,899 - $53,139
-1,044 Reduced 6.78%
14,360 $728,000
Q3 2024

Oct 31, 2024
SELL
$50.61 - $50.96 $144,997 - $146,000
-2,865 Reduced 15.68%
15,404 $784,000
Q2 2024

Jul 26, 2024
BUY
$50.57 - $50.75 $99,825 - $100,180
1,974 Added 12.11%
18,269 $926,000
Q1 2024

Apr 22, 2024
SELL
$50.62 - $50.84 $146,646 - $147,283
-2,897 Reduced 15.09%
16,295 $826,000
Q4 2023

Jan 23, 2024
SELL
$50.29 - $50.88 $1.48 Million - $1.5 Million
-29,437 Reduced 60.53%
19,192 $973,000
Q3 2023

Oct 19, 2023
BUY
$50.45 - $50.66 $559,692 - $562,022
11,094 Added 29.56%
48,629 $2.45 Million
Q2 2023

Jul 21, 2023
BUY
$50.49 - $50.76 $54,781 - $55,074
1,085 Added 2.98%
37,535 $1.9 Million
Q1 2023

Apr 20, 2023
BUY
$50.47 - $50.79 $277,786 - $279,548
5,504 Added 17.79%
36,450 $1.85 Million
Q4 2022

Jan 25, 2023
BUY
$50.24 - $50.61 $1.55 Million - $1.57 Million
30,946 New
30,946 $0

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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