Yarger Wealth Strategies, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Yarger Wealth Strategies, LLC

$165 Million
Q2 2025

A detailed history of Yarger Wealth Strategies, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 31,351 shares of JMST stock, worth $1.6 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

31,351

Previous 16,440 90.7%

Holding current value

$1.6 Million

Previous $835,000 91.14%

% of portfolio

0.97%

Previous 0.56%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$50.52 - $50.92 $753,303 - $759,268	14,911 Added 90.7%	31,351 $1.6 Million
Q1 2025 Apr 15, 2025	BUY	$50.72 - $50.92 $15,368 - $15,428	303 Added 1.88%	16,440 $835,000
Q4 2024 Jan 15, 2025	BUY	$50.67 - $50.9 $507,358 - $509,661	10,013 Added 163.5%	16,137 $818,000
Q3 2024 Oct 07, 2024	SELL	$50.61 - $50.96 $17,662 - $17,785	-349 Reduced 5.39%	6,124 $311,000
Q2 2024 Aug 09, 2024	BUY	$50.57 - $50.75 $22,857 - $22,939	452 Added 7.51%	6,473 $328,000
Q1 2024 Apr 29, 2024	BUY	$50.62 - $50.84 $304,783 - $306,107	6,021 New	6,021 $305,000
Q3 2023 Oct 16, 2023	SELL	$50.45 - $50.66 $163,811 - $164,493	-3,247 Reduced 29.46%	7,775 $392,000
Q2 2023 Jul 27, 2023	SELL	$50.49 - $50.76 $459,004 - $461,459	-9,091 Reduced 45.2%	11,022 $558,000
Q1 2023 Apr 13, 2023	BUY	$50.47 - $50.79 $6,106 - $6,145	121 Added 0.61%	20,113 $1.02 Million
Q4 2022 Jan 25, 2023	SELL	$50.24 - $50.61 $602,176 - $606,611	-11,986 Reduced 37.48%	19,992 $0
Q3 2022 Nov 14, 2022	BUY	$50.25 - $50.72 $11,306 - $11,412	225 Added 0.71%	31,978 $1.61 Million
Q2 2022 Aug 12, 2022	BUY	$50.42 - $50.72 $86,470 - $86,984	1,715 Added 5.71%	31,753 $1.61 Million
Q1 2022 Apr 15, 2022	BUY	$50.56 - $51.05 $23,611 - $23,840	467 Added 1.58%	30,038 $1.52 Million
Q4 2021 Feb 15, 2022	BUY	$50.99 - $51.08 $1.51 Million - $1.51 Million	29,571 New	29,571 $1.51 Million

Others Institutions Holding JMST

# of Institutions

543

Shares Held

55.8M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Yarger Wealth Strategies, LLC Jp Morgan Ultra Short Mun Inco Transaction History