Dogwood Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History

Dogwood Wealth Management LLC

$220 Billion
Q3 2025

A detailed history of Dogwood Wealth Management LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 5,015 shares of JMST stock, worth $255,363. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,015

Previous 5,019 0.08%

Holding current value

$255,363

Previous $255 Million 0.3%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$50.81 - $51.07 $203 - $204	-4 Reduced 0.08%	5,015 $256 Million
Q2 2025 Jul 18, 2025	SELL	$50.52 - $50.92 $60,017 - $60,492	-1,188 Reduced 19.14%	5,019 $255 Million
Q1 2025 Apr 30, 2025	SELL	$50.72 - $50.92 $40,677 - $40,837	-802 Reduced 11.44%	6,207 $316 Million
Q4 2024 Mar 04, 2025	BUY	$50.67 - $50.9 $4,408 - $4,428	87 Added 1.26%	7,009 $355 Million
Q3 2024 Feb 28, 2025	SELL	$50.61 - $50.96 $3,542 - $3,567	-70 Reduced 0.99%	6,971 $355 Million

Q2 2024 Mar 04, 2025	SELL	$50.57 - $50.75 $2,477 - $2,486	-49 Reduced 0.7%	6,922 $351 Million
Q1 2024 Feb 28, 2025	BUY	$50.62 - $50.84 $309,288 - $310,632	6,110 Added 656.28%	7,041 $357 Million
Q4 2023 Feb 28, 2025	BUY	$50.29 - $50.88 $46,819 - $47,369	931 New	931 $47.2 Million

Others Institutions Holding JMST

# of Institutions

550

Shares Held

60.6M

Call Options Held

Put Options Held

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About JP MORGAN ULTRA SHORT MUN INCO

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Dogwood Wealth Management LLC Jp Morgan Ultra Short Mun Inco Transaction History