Beverly Hills Private Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History

Beverly Hills Private Wealth, LLC

$567 Billion
Q3 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 7,144 shares of JMST stock, worth $363,772. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,144

Previous 9,708 26.41%

Holding current value

$363,772

Previous $494 Million 26.24%

% of portfolio

0.06%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$50.81 - $51.07 $130,276 - $130,943	-2,564 Reduced 26.41%	7,144 $365 Million
Q2 2025 Jul 29, 2025	BUY	$50.52 - $50.92 $490,448 - $494,331	9,708 New	9,708 $494 Million
Q4 2024 Feb 13, 2025	SELL	$50.67 - $50.9 $141,521 - $142,163	-2,793 Reduced 38.78%	4,409 $224 Million
Q3 2024 Nov 12, 2024	SELL	$50.61 - $50.96 $3,542 - $3,567	-70 Reduced 0.96%	7,202 $367 Million
Q2 2024 Aug 07, 2024	SELL	$50.57 - $50.75 $371,487 - $372,809	-7,346 Reduced 50.25%	7,272 $369 Million

Q1 2024 May 08, 2024	BUY	$50.62 - $50.84 $372,968 - $374,589	7,368 Added 101.63%	14,618 $742 Million
Q4 2023 Jan 29, 2024	BUY	$50.29 - $50.88 $364,602 - $368,880	7,250 New	7,250 $368 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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Beverly Hills Private Wealth, LLC Jp Morgan Ultra Short Mun Inco Transaction History