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

Ae Wealth Management LLC

$13.5 Billion
Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Ae Wealth Management LLC holds 371 shares of JMST stock, worth $18,891. This represents 0.0% of its overall portfolio holdings.

Number of Shares

371

Previous 73 408.22%

Holding current value

$18,891

Previous $3,000 500.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$50.81 - $51.07 $15,141 - $15,218	298 Added 408.22%	371 $18,000
Q2 2025 Aug 06, 2025	SELL	$50.52 - $50.92 $454 - $458	-9 Reduced 10.98%	73 $3,000
Q1 2025 May 06, 2025	BUY	$50.72 - $50.92 $3,448 - $3,462	68 Added 485.71%	82 $4,000
Q4 2024 Feb 13, 2025	BUY	$50.67 - $50.9 $709 - $712	14 New	14 $0
Q4 2023 Feb 14, 2024	SELL	$50.29 - $50.88 $4.19 Million - $4.24 Million	-83,322 Reduced 60.32%	54,807 $2.78 Million

Q3 2023 Oct 11, 2023	BUY	$50.45 - $50.66 $5.61 Million - $5.63 Million	111,165 Added 412.27%	138,129 $6.97 Million
Q2 2023 Jul 10, 2023	SELL	$50.49 - $50.76 $782,140 - $786,323	-15,491 Reduced 36.49%	26,964 $1.37 Million
Q1 2023 Apr 14, 2023	SELL	$50.47 - $50.79 $344,710 - $346,895	-6,830 Reduced 13.86%	42,455 $2.16 Million
Q4 2022 Jan 31, 2023	BUY	$50.24 - $50.61 $2.48 Million - $2.49 Million	49,285 New	49,285 $2.49 Million

Others Institutions Holding JMST

# of Institutions

556

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