Wealth Care Investment Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Wealth Care Investment Partners, LLC

$259 Million
Q2 2025

A detailed history of Wealth Care Investment Partners, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 8,698 shares of JMST stock, worth $443,250. This represents 0.17% of its overall portfolio holdings.

Number of Shares

8,698

Previous 9,576 9.17%

Holding current value

$443,250

Previous $486,000 9.05%

% of portfolio

0.17%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$50.52 - $50.92 $44,356 - $44,707	-878 Reduced 9.17%	8,698 $442,000
Q1 2025 Apr 22, 2025	SELL	$50.72 - $50.92 $88,202 - $88,549	-1,739 Reduced 15.37%	9,576 $486,000
Q4 2024 Feb 03, 2025	SELL	$50.67 - $50.9 $211,344 - $212,303	-4,171 Reduced 26.93%	11,315 $573,000
Q3 2024 Oct 08, 2024	BUY	$50.61 - $50.96 $16,043 - $16,154	317 Added 2.09%	15,486 $788,000
Q2 2024 Jul 18, 2024	BUY	$50.57 - $50.75 $176,489 - $177,117	3,490 Added 29.88%	15,169 $769,000
Q1 2024 Apr 15, 2024	BUY	$50.62 - $50.84 $317,184 - $318,563	6,266 Added 115.76%	11,679 $592,000
Q4 2023 Jan 18, 2024	SELL	$50.29 - $50.88 $804 - $814	-16 Reduced 0.29%	5,413 $274,000
Q3 2023 Oct 10, 2023	SELL	$50.45 - $50.66 $72,042 - $72,342	-1,428 Reduced 20.83%	5,429 $273,000
Q2 2023 Jul 13, 2023	SELL	$50.49 - $50.76 $2.49 Million - $2.5 Million	-49,294 Reduced 87.79%	6,857 $347,000
Q1 2023 Apr 10, 2023	BUY	$50.47 - $50.79 $44,413 - $44,695	880 Added 1.59%	56,151 $2.85 Million
Q4 2022 Jan 19, 2023	BUY	$50.24 - $50.61 $1.11 Million - $1.12 Million	22,168 Added 66.97%	55,271 $0
Q3 2022 Oct 17, 2022	SELL	$50.25 - $50.72 $24,974 - $25,207	-497 Reduced 1.48%	33,103 $1.67 Million
Q2 2022 Jul 18, 2022	BUY	$50.42 - $50.72 $1.69 Million - $1.7 Million	33,600 New	33,600 $1.7 Million

Others Institutions Holding JMST

# of Institutions

543

Shares Held

57.2M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Wealth Care Investment Partners, LLC Jp Morgan Ultra Short Mun Inco Transaction History