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

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 13,883 shares of JMST stock, worth $706,922. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,883
Previous 8,243 68.42%
Holding current value
$706,922
Previous $419,000 68.97%
% of portfolio
0.1%
Previous 0.07%

Shares

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

Oct 15, 2025
BUY
$50.81 - $51.07 $286,568 - $288,034
5,640 Added 68.42%
13,883 $708,000
Q2 2025

Aug 13, 2025
BUY
$50.52 - $50.92 $92,300 - $93,030
1,827 Added 28.48%
8,243 $419,000
Q1 2025

Apr 24, 2025
BUY
$50.72 - $50.92 $325,419 - $326,702
6,416 New
6,416 $326,000
Q1 2023

Apr 14, 2023
SELL
$50.47 - $50.79 $197,085 - $198,334
-3,905 Reduced 35.52%
7,089 $360,000
Q4 2022

Feb 09, 2023
BUY
$50.24 - $50.61 $45,366 - $45,700
903 Added 8.95%
10,994 $555,000
Q3 2022

Nov 14, 2022
BUY
$50.25 - $50.72 $507,072 - $511,815
10,091 New
10,091 $508,000

Others Institutions Holding JMST

# of Institutions
557
Shares Held
60.7M
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
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