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

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 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 176,462 shares of JMST stock, worth $8.99 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
176,462
Previous 119,855 47.23%
Holding current value
$8.99 Million
Previous $6.09 Million 47.44%
% of portfolio
0.63%
Previous 0.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$50.52 - $50.92 $2.86 Million - $2.88 Million
56,607 Added 47.23%
176,462 $8.99 Million
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
543
Shares Held
58.8M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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