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

Ccg Wealth Management, LLC

  • $211 Million
  • Q3 2025

A detailed history of Ccg Wealth Management, LLC transactions in Jp Morgan Ultra Short Mun Inco stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 53,282 shares of JMST stock, worth $2.71 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
53,282
Previous 51,109 4.25%
Holding current value
$2.71 Million
Previous $2.6 Million 4.5%
% of portfolio
1.29%
Previous 1.39%

Shares

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

Nov 03, 2025
BUY
$50.81 - $51.07 $110,410 - $110,975
2,173 Added 4.25%
53,282 $2.72 Million
Q2 2025

Jul 25, 2025
BUY
$50.52 - $50.92 $40,011 - $40,328
792 Added 1.57%
51,109 $2.6 Million
Q1 2025

Apr 22, 2025
BUY
$50.72 - $50.92 $713,224 - $716,037
14,062 Added 38.79%
50,317 $2.56 Million
Q4 2024

Jan 24, 2025
BUY
$50.67 - $50.9 $283,650 - $284,938
5,598 Added 18.26%
36,255 $1.84 Million
Q3 2024

Oct 15, 2024
BUY
$50.61 - $50.96 $1.55 Million - $1.56 Million
30,657 New
30,657 $1.56 Million

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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