Wcg Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wcg Wealth Advisors LLC

$1.21 Billion
Q1 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 119,855 shares of JMST stock, worth $6.1 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

119,855

Previous 119,855 -0.0%

Holding current value

$6.1 Million

Previous $6.1 Million 0.02%

% of portfolio

0.5%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$50.72 - $50.92 $873,043 - $876,485	-17,213 Reduced 12.56%	119,855 $6.1 Million
Q4 2024 Feb 18, 2025	BUY	$50.67 - $50.9 $23,612 - $23,719	466 Added 0.34%	137,068 $6.95 Million
Q3 2024 Nov 13, 2024	SELL	$50.61 - $50.96 $445,823 - $448,906	-8,809 Reduced 6.06%	136,602 $6.96 Million
Q2 2024 Aug 12, 2024	SELL	$50.57 - $50.75 $655,033 - $657,364	-12,953 Reduced 8.18%	145,411 $7.38 Million
Q1 2024 May 13, 2024	SELL	$50.62 - $50.84 $2.75 Million - $2.76 Million	-54,240 Reduced 25.51%	158,364 $8.04 Million
Q4 2023 Feb 08, 2024	SELL	$50.29 - $50.88 $1.29 Million - $1.31 Million	-25,720 Reduced 10.79%	212,604 $10.8 Million
Q3 2023 Nov 09, 2023	BUY	$50.45 - $50.66 $1.09 Million - $1.1 Million	21,654 Added 9.99%	238,324 $12.7 Million
Q2 2023 Aug 14, 2023	BUY	$50.49 - $50.76 $10.9 Million - $11 Million	216,670 New	216,670 $11 Million

Others Institutions Holding JMST

# of Institutions

530

Shares Held

53.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Wcg Wealth Advisors LLC Jp Morgan Ultra Short Mun Inco Transaction History