A detailed history of Mallini Complete Financial Planning LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 14,801 shares of JMST stock, worth $753,666. This represents 0.61% of its overall portfolio holdings.

Number of Shares
14,801
Previous 14,698 0.7%
Holding current value
$753,666
Previous $748 Million 0.94%
% of portfolio
0.61%
Previous 0.95%

Shares

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

Oct 20, 2025

BUY
$50.81 - $51.07 $5,233 - $5,260
103 Added 0.7%
14,801 $755 Million
Q2 2025

Jul 11, 2025

BUY
$50.52 - $50.92 $95,886 - $96,646
1,898 Added 14.83%
14,698 $748 Million
Q1 2025

Apr 24, 2025

BUY
$50.72 - $50.92 $4,716 - $4,735
93 Added 0.73%
12,800 $651 Million
Q4 2024

Feb 10, 2025

BUY
$50.67 - $50.9 $643,863 - $646,786
12,707 New
12,707 $644 Million

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
Track This Portfolio

Track Mallini Complete Financial Planning LLC Portfolio

Follow Mallini Complete Financial Planning 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 Mallini Complete Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mallini Complete Financial Planning LLC with notifications on news.