Wealth Alliance Advisory Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wealth Alliance Advisory Group, LLC

$482 Million
Q3 2025

A detailed history of Wealth Alliance Advisory Group, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 96,321 shares of JMST stock, worth $4.9 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

96,321

Previous 99,213 2.91%

Holding current value

$4.9 Million

Previous $5.05 Million 2.67%

% of portfolio

1.02%

Previous 1.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$50.81 - $51.07 $146,942 - $147,694	-2,892 Reduced 2.91%	96,321 $4.92 Million
Q2 2025 Jul 07, 2025	SELL	$50.52 - $50.92 $32,433 - $32,690	-642 Reduced 0.64%	99,213 $5.05 Million
Q1 2025 Apr 10, 2025	BUY	$50.72 - $50.92 $693,443 - $696,178	13,672 Added 15.86%	99,855 $5.07 Million
Q4 2024 Jan 15, 2025	BUY	$50.67 - $50.9 $56,395 - $56,651	1,113 Added 1.31%	86,183 $4.37 Million
Q3 2024 Oct 18, 2024	SELL	$50.61 - $50.96 $39,931 - $40,207	-789 Reduced 0.92%	85,070 $4.33 Million

Q2 2024 Jul 30, 2024	BUY	$50.57 - $50.75 $150,648 - $151,184	2,979 Added 3.59%	85,859 $4.36 Million
Q1 2024 Apr 15, 2024	BUY	$50.62 - $50.84 $403,896 - $405,652	7,979 Added 10.65%	82,880 $4.21 Million
Q4 2023 Jan 10, 2024	SELL	$50.29 - $50.88 $23,535 - $23,811	-468 Reduced 0.62%	74,901 $3.8 Million
Q3 2023 Oct 10, 2023	SELL	$50.45 - $50.66 $1,261 - $1,266	-25 Reduced 0.03%	75,369 $3.8 Million
Q2 2023 Jul 13, 2023	SELL	$50.49 - $50.76 $22,720 - $22,842	-450 Reduced 0.59%	75,394 $3.82 Million
Q1 2023 May 02, 2023	SELL	$50.47 - $50.79 $46,079 - $46,371	-913 Reduced 1.19%	75,844 $3.85 Million
Q4 2022 Jan 17, 2023	BUY	$50.24 - $50.61 $424,176 - $427,300	8,443 Added 12.36%	76,757 $0
Q3 2022 Oct 12, 2022	BUY	$50.25 - $50.72 $3.43 Million - $3.46 Million	68,314 New	68,314 $3.44 Million

Others Institutions Holding JMST

# of Institutions

551

Shares Held

60.6M

Call Options Held

Put Options Held

View Full List

About JP MORGAN ULTRA SHORT MUN INCO

Ticker JMST
Sector ETFs
Industry ETFs

More about JMST

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Alliance Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance Advisory Group, LLC with notifications on news.

Account

Wealth Alliance Advisory Group, LLC Jp Morgan Ultra Short Mun Inco Transaction History