Amplius Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 8,269 shares of JMST stock, worth $421,057. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,269

Previous 6,073 36.16%

Holding current value

$421,057

Previous $309,000 36.57%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$50.81 - $51.07 $111,578 - $112,149	2,196 Added 36.16%	8,269 $422,000
Q2 2025 Aug 04, 2025	BUY	$50.52 - $50.92 $306,807 - $309,237	6,073 New	6,073 $309,000
Q4 2022 Jan 19, 2023	SELL	$50.24 - $50.61 $82,795 - $83,405	-1,648 Reduced 25.24%	4,881 $0
Q3 2022 Nov 10, 2022	SELL	$50.25 - $50.72 $169,895 - $171,484	-3,381 Reduced 34.12%	6,529 $328,000
Q2 2022 Jul 21, 2022	SELL	$50.42 - $50.72 $240,604 - $242,035	-4,772 Reduced 32.5%	9,910 $501,000

Q1 2022 May 09, 2022	SELL	$50.56 - $51.05 $1.25 Million - $1.26 Million	-24,770 Reduced 62.79%	14,682 $743,000
Q4 2021 Jan 28, 2022	BUY	$50.99 - $51.08 $2.01 Million - $2.02 Million	39,452 New	39,452 $2.01 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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Amplius Wealth Advisors, LLC Jp Morgan Ultra Short Mun Inco Transaction History