A detailed history of Apella Capital, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Apella Capital, LLC holds 16,389 shares of JMST stock, worth $834,527. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,389
Previous 16,275 0.7%
Holding current value
$834,527
Previous $828,000 0.97%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2025

BUY
$50.81 - $51.07 $5,792 - $5,821
114 Added 0.7%
16,389 $836,000
Q2 2025

Jul 08, 2025

BUY
$50.52 - $50.92 $6,163 - $6,212
122 Added 0.76%
16,275 $828,000
Q1 2025

Apr 10, 2025

BUY
$50.72 - $50.92 $8,013 - $8,045
158 Added 0.99%
16,153 $820,000
Q4 2024

Jan 14, 2025

BUY
$50.67 - $50.9 $6,536 - $6,566
129 Added 0.81%
15,995 $811,000
Q3 2024

Oct 03, 2024

BUY
$50.61 - $50.96 $4,453 - $4,484
88 Added 0.56%
15,866 $808,000
Q2 2024

Jul 10, 2024

BUY
$50.57 - $50.75 $6,877 - $6,902
136 Added 0.87%
15,778 $800,000
Q1 2024

Apr 10, 2024

SELL
$50.62 - $50.84 $43,988 - $44,179
-869 Reduced 5.26%
15,642 $793,000
Q4 2023

Jan 05, 2024

BUY
$50.29 - $50.88 $58,990 - $59,682
1,173 Added 7.65%
16,511 $837,000
Q3 2023

Oct 10, 2023

BUY
$50.45 - $50.66 $6,205 - $6,231
123 Added 0.81%
15,338 $773,000
Q2 2023

Jul 06, 2023

BUY
$50.49 - $50.76 $3,786 - $3,807
75 Added 0.5%
15,215 $770,000
Q4 2022

Jan 10, 2023

BUY
$50.24 - $50.61 $760,633 - $766,235
15,140 New
15,140 $0

Others Institutions Holding JMST

About JP MORGAN ULTRA SHORT MUN INCO


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

Track Apella Capital, LLC Portfolio

Follow Apella Capital, 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 Apella Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apella Capital, LLC with notifications on news.