Avaii Wealth Management, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Avaii Wealth Management, LLC

  • $229 Million
  • Q3 2025

A detailed history of Avaii Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 10,584 shares of JMST stock, worth $538,937. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,584
Previous 10,981 3.62%
Holding current value
$538,937
Previous $559,000 3.4%
% of portfolio
0.24%
Previous 0.29%

Shares

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

Oct 20, 2025
SELL
$50.81 - $51.07 $20,171 - $20,274
-397 Reduced 3.62%
10,584 $540,000
Q2 2025

Jul 15, 2025
SELL
$50.52 - $50.92 $7,830 - $7,892
-155 Reduced 1.39%
10,981 $559,000
Q1 2025

Apr 16, 2025
SELL
$50.72 - $50.92 $9,484 - $9,522
-187 Reduced 1.65%
11,136 $566,000
Q4 2024

Jan 21, 2025
SELL
$50.67 - $50.9 $47,072 - $47,286
-929 Reduced 7.58%
11,323 $574,000
Q2 2024

Jul 31, 2024
SELL
$50.57 - $50.75 $64,982 - $65,213
-1,285 Reduced 9.49%
12,252 $621,000
Q1 2024

Apr 29, 2024
SELL
$50.62 - $50.84 $15,034 - $15,099
-297 Reduced 2.15%
13,537 $686,000
Q4 2023

Feb 05, 2024
BUY
$50.29 - $50.88 $2,967 - $3,001
59 Added 0.43%
13,834 $701,000
Q3 2023

Oct 24, 2023
SELL
$50.45 - $50.66 $28,958 - $29,078
-574 Reduced 4.0%
13,775 $694,000
Q2 2023

Jul 31, 2023
SELL
$50.49 - $50.76 $60,588 - $60,912
-1,200 Reduced 7.72%
14,349 $726,000
Q1 2023

Apr 10, 2023
SELL
$50.47 - $50.79 $36,792 - $37,025
-729 Reduced 4.48%
15,549 $789,000
Q4 2022

Jan 25, 2023
BUY
$50.24 - $50.61 $817,806 - $823,829
16,278 New
16,278 $0

Others Institutions Holding JMST

# of Institutions
556
Shares Held
60.6M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN ULTRA SHORT MUN INCO

JMST Quotes by TradingView
  • Ticker JMST
  • Sector ETFs
  • Industry ETFs
More about JMST
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