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

Boulder Wealth Advisors, LLC

$207 Million
Q3 2025

A detailed history of Boulder Wealth Advisors, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Boulder Wealth Advisors, LLC holds 159,342 shares of JMST stock, worth $8.11 Million. This represents 3.93% of its overall portfolio holdings.

Number of Shares

159,342

Previous 163,246 2.39%

Holding current value

$8.11 Million

Previous $8.3 Million 2.04%

% of portfolio

3.93%

Previous 4.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$50.81 - $51.07 $198,362 - $199,377	-3,904 Reduced 2.39%	159,342 $8.13 Million
Q1 2025 Apr 28, 2025	BUY	$50.72 - $50.92 $2.66 Million - $2.67 Million	52,349 Added 47.21%	163,246 $8.3 Million
Q4 2024 Feb 06, 2025	SELL	$50.67 - $50.9 $849,989 - $853,847	-16,775 Reduced 13.14%	110,897 $5.62 Million
Q3 2024 Dec 03, 2024	BUY	$50.61 - $50.96 $4.37 Million - $4.4 Million	86,418 Added 209.48%	127,672 $6.5 Million
Q2 2024 Dec 03, 2024	BUY	$50.57 - $50.75 $712,935 - $715,473	14,098 Added 51.91%	41,254 $2.09 Million

Q1 2024 Dec 03, 2024	BUY	$50.62 - $50.84 $356,212 - $357,761	7,037 Added 34.98%	27,156 $1.38 Million
Q4 2022 Feb 21, 2023	BUY	$50.24 - $50.61 $1.01 Million - $1.02 Million	20,119 New	20,119 $1.02 Million

Others Institutions Holding JMST

# of Institutions

551

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