Websterrogers Financial Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Websterrogers Financial Advisors, LLC

  • $327 Million
  • Q3 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 119,866 shares of JMST stock, worth $6.1 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
119,866
Previous 119,412 0.38%
Holding current value
$6.1 Million
Previous $6.08 Million 0.61%
% of portfolio
1.87%
Previous 1.97%

Shares

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

Oct 08, 2025
BUY
$50.81 - $51.07 $23,067 - $23,185
454 Added 0.38%
119,866 $6.12 Million
Q2 2025

Jul 10, 2025
SELL
$50.52 - $50.92 $174,496 - $175,877
-3,454 Reduced 2.81%
119,412 $6.08 Million
Q1 2025

Apr 09, 2025
SELL
$50.72 - $50.92 $50,162 - $50,359
-989 Reduced 0.8%
122,866 $6.24 Million
Q4 2024

Jan 14, 2025
SELL
$50.67 - $50.9 $25,132 - $25,246
-496 Reduced 0.4%
123,855 $6.28 Million
Q3 2024

Oct 15, 2024
SELL
$50.61 - $50.96 $228,402 - $229,982
-4,513 Reduced 3.5%
124,351 $6.33 Million
Q2 2024

Jul 12, 2024
BUY
$50.57 - $50.75 $192,722 - $193,408
3,811 Added 3.05%
128,864 $6.54 Million
Q1 2024

May 14, 2024
BUY
$50.62 - $50.84 $755,351 - $758,634
14,922 Added 13.55%
125,053 $6.35 Million
Q4 2023

Feb 14, 2024
SELL
$50.29 - $50.88 $1.57 Million - $1.59 Million
-31,221 Reduced 22.09%
110,131 $5.59 Million
Q3 2023

Nov 01, 2023
SELL
$50.45 - $50.66 $189,692 - $190,481
-3,760 Reduced 2.59%
141,352 $7.13 Million
Q2 2023

Jul 26, 2023
SELL
$50.49 - $50.76 $293,801 - $295,372
-5,819 Reduced 3.86%
145,112 $7.35 Million
Q1 2023

May 03, 2023
SELL
$50.47 - $50.79 $1.07 Million - $1.07 Million
-21,137 Reduced 12.28%
150,931 $7.67 Million
Q4 2022

Feb 06, 2023
SELL
$50.24 - $50.61 $138,059 - $139,076
-2,748 Reduced 1.57%
172,068 $8.69 Million
Q3 2022

Oct 26, 2022
SELL
$50.25 - $50.72 $419,637 - $423,562
-8,351 Reduced 4.56%
174,816 $8.79 Million
Q2 2022

Jul 25, 2022
BUY
$50.42 - $50.72 $5.35 Million - $5.39 Million
106,189 Added 137.95%
183,167 $9.28 Million
Q1 2022

Apr 14, 2022
BUY
$50.56 - $51.05 $3.89 Million - $3.93 Million
76,978 New
76,978 $3.9 Million

Others Institutions Holding JMST

# of Institutions
553
Shares Held
60.7M
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
Track This Portfolio

Track Websterrogers Financial Advisors, LLC Portfolio

Follow Websterrogers Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email